Mosaic Wealth Consulting
Our passion is helping preserve self-made wealth.
At Mosaic Wealth Consulting, we have been providing financial services for 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 best prepare you for important decisions that will help preserve, grow 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 right for you. At Mosaic 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 you 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 meet your financial needs and requirements. Our Customized Approach We work to understand all aspects of your finances and to implement the most appropriate strategies. This is to give you the confidence that your goals may become reality. CLIENT Financial Planner National Wealth Management Team National Design and Advanced Planning Our unique structure provides significant resources to help meet your needs. We, Niki Mullinix and Mindy Zatta, are affiliated with Lincoln Financial Advisors Corp. a broker/dealer (Member SIPC) and a registered investment advisor. Committed to providing quality personal service, we utilize a team approach, anchored by highly skilled advisors. We are responsible for coordinating all pertinent aspects of your financial plan. These professional teams consist of industry professionals who have strong technical backgrounds in all areas of financial planning. This business model allows us a high degree of autonomy so that we can focus solely on assisting you in meeting your financial goals.
Address: 370 Southpointe Blvd, Suite 200, Canonsburg, PA 15317 USA
Phone: +1 844 863 9843
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