Mosaic Wealth Consulting Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Mosaic Wealth Consulting is a financial services firm based in New Alexandria, Pennsylvania, with more than three decades of experience serving clients nationwide. The company brings together a team of private wealth advisors who focus on helping individuals preserve, grow, and understand their finances, aiming to provide security for both present and future needs. Clients can expect a personalized planning approach, grounded in an integrated financial planning framework that develops objective, comprehensive plans tailored to each unique situation and goals. The firm operates within the private wealth advisory space, emphasizing a collaborative partnership with clients and a local emphasis in Western Pennsylvania while serving a national client base. The organization notes its planners are registered with Osaic Wealth Inc., and it maintains a commitment to full disclosures available on its website.

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