We are very targeted in terms of who we serve -- early and mid-career professionals -- because we believe that we can serve these clients the most effectively. We have developed our service model with these clients in mind, and strongly believe that staying focused on a core client base allows us to deliver the best advice on a repeatable and cost-competitive basis.
Investors Mosaic may be the right fit for you if you or your family fit the description below:
values having an expert "by your side" for important financial decisions
willing to delegate and receptive to advice
If you are still uncertain if our wealth management & financial planning service is right for you, here are some key factors in determining if your financial and life-stage profile have adequate complexity to justify the cost of our service:
If you fit this description, send us a note and we'll schedule a complimentary 30 minute meeting.