Mosaic Capital Management, LLC

Mosaic Capital Management is based in Winston-Salem, NC and specializes in comprehensive financial planning and asset management. Working under the Mosaic name comes with high professional expectations that include the essential values of Relationship, Service, and Integrity. When you are working with a Mosaic advisor, you are working with excellence. Each Mosaic advisor independently manages their client relationships. They love what they do and are very good at it. They can take the scattered pieces of your financial situation and create a beautiful, ordered picture for the future. Because Mosaic is an independent firm, advisors are free to focus on their client’s interests. Advisors view their jobs as serving you and helping you in your relationship to money. Our values of Relationship, Service, and Integrity mean you will always hear the truth from a Mosaic advisor and the client relationship is primary. The pursuit of excellence means our advisors are dedicated to continuing education on top of the appropriate certifications. Our advisors are dedicated to continuing education and currently hold Series 6, Series 7, and Series 66 registrations through LPL Financial, as well as N.C. Life and Health licenses, and the following designations: CERFTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Certified Fund Specialist (CFS).

Address: 101 N. Cherry Street, Suite 504, Winston-Salem, NC 27101, USA

Phone: +1 336 464 9966
FAX: