There are few decisions that are more complex and overwhelming than how to establish and implement a lifelong plan to help accumulate, manage, and maintain your personal wealth. In addition to personal needs and desires, one must consider the relationships with children and other family members. One must also pay proper attention to investment, legal, tax, and related matters.

At Mosaic Wealth Strategies Group, Ltd., we believe successful legacy planning starts with understanding your financial situation, preferences, and goals. Once this information has been evaluated, strategies are then created to help preserve your assets. Our one on one consultations allow us to establish strong client relationships which help ensure that we maintain a clear understanding of one’s situation and anticipate necessary revisions.

With the vast number of investment choices available in today’s market, there is a greater need to understand the risks and rewards attached to your decisions. Which investments choices will help lead you down the path to financial independence, and which will steer you away from your financial goals?

Mosaic Wealth Strategies Group, Ltd. offers impartial guidance that will direct you toward your financial objectives. While we ensure that you are well informed of your options, the final investment decisions are yours to make. We review everything from your short and long-term goals to your risk tolerance to help you identify suitable investments for your particular situation.


Some of the areas we address are:

Family Planning

Family Planning

Estate Planning

Estate Planning

Retirement Planning

Retirement Planning

Tax Planning

Tax Planning

Gifting to Family

Gifting to Family

Charitable Giving

Charitable Giving

Life & Health Insurance

Life & Health Insurance

Philanthropy Planning

Philanthropy Planning


We will work with you to define specific objectives and develop a personal plan. Schedule your consultation today!