Welcome to Mosaic Wealth Consulting

At Mosaic Wealth Consulting, we have been providing financial services to our community for more than two decades. We help bring clarity to your understanding of the financial world through our financial planning process. We work to prepare you for important decisions that will help grow, preserve, protect and transfer the assets you have worked a lifetime to accumulate.

Most importantly, there is a culture of independence here. One that is focused on the individual. We understand that you and your financial needs are unique. In addition to the most comprehensive financial planning services available, we provide objective, independent assessments and offer advice that is appropriate for you.

At Mosaic Wealth Consulting, we employ a fully integrated financial planning framework that provides a holistic view of your financial condition and planning issues. This approach leads to decisions that are tailored for your financial situation -- your estate, investments, retirement and business, if applicable -- is analyzed and evaluated. We then develop an objective, comprehensive financial plan specifically tailored to help towards meeting your financial needs and requirements.

Request Information

Please let us know how we can serve you.





Market Data

Weekly News Updates

Financial and Economic Brief - July 1st, 2015

• Capital Controls in Greece - To prevent the Greek financial system from folding, Greece closed its banks and implemented capital controls.

• China Cuts Rates - This year, Chinese stocks have produced huge returns for retail investors who have put their savings into the market.

• Puerto Rico’s Hard Times - A recent report states that Puerto Rico needs both “structural reform and debt restructuring” to improve.

Financial and Economic Brief - June 24th, 2015

• Gas Prices Rise - According to the Labor Department gas prices rose 10% in May compared to April.

• Aid Standoff to End? - A new set of proposals was submitted by the Greek government and formed the foundation for a potential deal to end the “standoff over aid”.

• Home Sales Up - Existing home sales rose at the fastest pace in nearly six years in May.

Financial and Economic Brief - June 17th, 2015

• The Job Market: Who’s Right? - It is the tale of two economies and Fed Chair, Janet Yellen, has to decide who’s got the “right take” on the job market.

• Greek Talks Stall - Greece is running out of money and needs the last of its bailout money so it can pay its bills.

• Russia Cut Rate - The Russian central bank cut its main lending rate on Monday, but said the “pace of policy easing” could slow in the months ahead.

Financial and Economic Brief - June 10th, 2015

• Good News on Jobs - The U.S. economy gained 280,000 jobs in May which surpassed expectations.

• Stocks Fall - U.S stocks fell and equities published a decline for the second week in a row.

• Japan Recovering - According to Japan’s Cabinet Office, Japan's economy grew faster than estimated in the first quarter of 2015.

Financial and Economic Brief - June 3rd, 2015

• Purchases Steady - The U.S. Commerce Department reported that there was an unchanged reading in purchases for the month of April.

• June Numbers Important - The interest rate "liftoff" is unlikely to be happening in June according to Federal Reserve chair Janet Yellen.

• Factories Grow, Exports Contract - According to a Chinese government survey, China's factory sector grew to a six-month high in May.

Financial and Economic Brief - May 28th, 2015

• Rates Steady for Now? - Although the Fed chair believes rates will rise this year, it appears doubtful that it will happen in June.

• Capital Equipment Orders Rise - Orders for capital equipment rose in April for a second straight month, a sign U.S. business investment could pick up.

• Progress on Greece - In the upcoming weeks, Greece must repay loans totaling 1.6 billion euros ($1.76 billion) to the IMF.