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.

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Market Data

Weekly News Updates

Financial and Economic Brief - Apr. 27th, 2016

• Job Numbers Up - U.S. weekly jobless claims hit 42-year low

• New Home Purchases Decline - Sales of new U.S. homes fall for a third month on slump in West

• Wall Street Lower - Wall St. dragged down by oil, lackluster earnings

Financial and Economic Brief - Apr. 20th, 2016

• Consumer Sentiment Down in April - April consumer sentiment: 89.7 vs. 92 expected

• Oil Prices Fall - Oil falls as Doha output talks fail amid Saudi demands on Iran

• Greek Reform Talks Continue - Greek reform talks to resume, aim for swift deal

Financial and Economic Brief - Apr. 13th, 2016

• European and Emerging Markets Rise - U.S. stocks drop as earnings start; Dollar slump buoys oil, gold

• Oil Prices Down - Oil prices dip but hold above $40 ahead of producer meeting

• Claims for Unemployment Fall - US weekly jobless claims total 267,000 vs 270,000 estimate

Financial and Economic Brief - Mar. 23td, 2016

• Volatility Lowest Since Early January - Dow average caps longest rally since October as treasuries slip

• Two Data Firms Merge - Data firms IHS and Markit to merge in tax inversion deal

• Job Openings Increase - Job openings rise in January

Financial and Economic Brief - Mar. 16th, 2016

• Canada’s Unemployment Rising - Canada's unemployment hits 3-year high

• U.S. Stocks Fall - U.S. stocks retreat as oil declines; Dollar gains on Fed outlook

• Interest Rate Rises in Near Future - Calmer markets, positive data prime Fed to push ahead with rate rises

Financial and Economic Brief - Mar. 9th, 2016

• February Jobs Numbers Up - Job creation jumps in February, Obama celebrates

• Waiting on the ECB - U.S. stocks climb a fifth day as crude drives commodities rally

• Wall Street Bonuses Down - It's official: Wall Street bonuses are down 9% to $146,200