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 - Jun. 8th, 2016

• May Jobs Numbers Low - U.S. job creation weak, even as unemployment rate falls to 4.7%

• Oil Prices Rise - Crude oil closes at ten-month high as market seen rebalancing

• Interest Rate Hike in Question - Fed's Yellen sees rate hikes ahead, but few hints on when

Financial and Economic Brief - Jun. 1st, 2016

• Consumer Spending Up - Consumer spending in U.S. rises most in almost seven years

• Interest Rate Rise Coming - Janet Yellen says rate hike 'appropriate' soon

• Labor Market Remains Healthy - US weekly jobless claims total 268,000 vs 275,000 estimate

Financial and Economic Brief - May 25th, 2016

• Full Employment and Interest Rate Increases - Fed's Bullard sees tight US labor market putting upward pressure on inflation

• U.S Stocks Fluctuate - U.S. stocks retreat on Fed rate uncertainty as crude, gold drop

• Bayer Bids on Monsanto - Chemical firm Bayer makes $62B offer for Monsanto

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