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Mosaic Wealth Management, LLC

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Mosaic Wealth Management, LLC

Mission statement:

Our name, Mosaic Wealth Management, LLC was derived from the definition of mosaic: composed of a combination of diverse elements. We strive to build client portfolios in the same manner and by allocating moneys tactically among various asset classes, we seek to enhance performance while managing overall risk.

Overview:

Mosaic Wealth Management, LLC offers access to brokerage and advisory services via LPL Financial, the nation's leading provider of truly independent investment services*. Our combined 40+ years of experience coupled with access to a wide variety of financial products and services allow us to provide clients with comprehensive financial services and investment management. We seek to do so with the highest degree of integrity, trust and service and will work toward pursuing your goal through a well-defined investment plan, along with ongoing monitoring of the plan's performance and your personal objectives.

We pride ourselves on being a company with midwest values and a global perspective.

* As reported in Financial Planning Magazine June 1996-2016, based on total revenue.

Our Services

In pursuit of working towards our clients' unique financial goals, our team will combine our expertise to provide the highest quality wealth management services. Our goal is to develop long-term, valued relationships to assist clients in managing, preserving and protecting their assets and distributing their wealth, during their lifetime and after death, in the most tax advantaged ways. Our team has worked together for 30 years and has developed a successful business working with individuals, business owners, endowments, foundations, financial institutions, trusts, 401(k) and pension plans. We focus on tax management and tactical asset allocation utilizing managed portfolios as well as individual equity and fixed income vehicles.

Some of the products and services available:

   Stocks, Taxable and Tax Free Bonds, Mutual Funds, ETFs, Brokered CDs, Money Markets and Institutional Cash Management
   Investment Management
   Retirement Strategies
   Estate Conservation
   Insurance and Annuity Products
   SIMPLE and SEP IRAs
   401(k), 403(b) and Profit Sharing Plans
   Fixed and Variable Annuities
   529 Plans
   Charitable Remainder Trusts

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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