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 - 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.

Financial and Economic Brief - May 20th, 2015

• Extending Trade between Russia and China - Russia and China signed new trade deals furthering Chinese lending to Russian firms by $25 billion over 3 years.

• Housing Market Improvement - This week the National Association of Homebuilders puts out its index of home builder sentiment.

• Greece Expects Agreement this Month - Greece will pay wages and pensions in May but needs an agreement with creditors by the end of the month or it may fall into bankruptcy.

Financial and Economic Brief - May 13th, 2015

• April Jobs Report Strong - After a low number in March, the U.S. added 223,000 jobs in April.

• China Opening to Wall Street Firms - After years of restricting foreign investment banks, China may start allowing Wall Street firms more access to its securities market.

• Oil Falls - After dropping 1.6% last week, oil fell 30 cents toward $65 a barrel after signs that U.S. shale oil production was recovering.

Financial and Economic Brief - May 6th, 2015

• Greeks Still Out of Work - Signs of the continuing economic woes are anticipated in Wednesday’s jobless numbers.

• U.S Economy: Changing Course? - The first quarter of 2015 has shown flat growth for the U.S. economy as seen in the unpredictable stock market.

• Oil Rises To High - Oil rose 39 cents to a 2015 high of $67 a barrel, reinforced by hopes that the oversupply will ease.

Financial and Economic Brief - April 29th, 2015

• Deutsche Bank’s New Plan - Deutsche Bank shares dropped as its proposal to cut costs by selling Postbank and shrinking the securities business fell short.

• Threat of New Recession - The threat of recession and falling tax revenues are pressuring the Greek government to “strike a deal” with its creditors this week.

• Nasdaq: Then and Now - After 15 years, the Nasdaq index finally completed its “boom-bust-boom journey.”