Mosaic Wealth Consulting Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Mosaic Wealth Consulting has been putting the pieces together and providing financial services to clients for more than three decades. Our team is made up of a group of private wealth advisors from Western PA serving clients nationally. We are passionate about helping individuals preserve, grow, and understand their finances so that they can feel secure about both their present and future.

Our planners are registered with Osaic FA Inc. and we offer a diverse range of financial services and solutions.
As part of our core values, we take the time to get to know you, your unique situation and your financial goals. With a fully integrated financial planning framework, we then develop objective, comprehensive plans that are customized completely to you.

A partnership with us means you can feel confident knowing you have a team of highly skilled professionals focused on you.

Osaic FA Inc. and its representatives do not provide legal or tax advice. We encourage you to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal.
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Find Mosaic Wealth Consulting employees' phone numbers or email addresses

Mosaic Wealth Consulting Global Highlights

Location
Employees

North America
35

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  • United States Of America
    35

Mosaic Wealth Consulting's Leadership

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    T. M.
    Partner
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    B. A.
    Practice Manager
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    C. L.
    Practice Manager
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    J. F.
    Client Relationship Manager
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    S. S.
    Practice Manager
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    J. R.
    Private Wealth Advisor
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  • Stylized image of a person
    R. J. S.
    Private Wealth Advisor
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  • Stylized image of a person
    S. L.
    Private Wealth Advisor
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Contact profiles from Mosaic Wealth Consulting

Name
Title
Contact Info
Location
Last Update
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    K. P.
    Photo Of Team Member
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    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    K. T.
    Butiksmedarbetare
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. K.
    Private Wealth Advisor
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    K. R.
    Private Wealth Advisor
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    N. M.
    Financial Planner
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    Oct 17, 2024
  • Stylized image of a person
    R. L.
    Private Wealth Advisor
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    Jul 10, 2024
  • Stylized image of a person
    R. S.
    Private Wealth Advisor
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    S. G. P.
    Financial Services And Insurance Specialist
    Phone icon
    United StatesPennsylvania
    Sep 24, 2025
  • Stylized image of a person
    K. K.
    Private Wealth Advisor At Mosaic Wealth Consulting
    Phone icon
    United StatesPennsylvania
    Nov 15, 2025

Frequently Asked Questions

What is Mosaic Wealth Consulting known for?

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Mosaic Wealth Consulting operates in the Financial Services industry. The company's main headquarters is located in 201 Penn Center Boulevard Building One, Suite 525. Explore Mosaic Wealth Consulting's company overview page for more information.

What is Mosaic Wealth Consulting's most common email format?

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Mosaic Wealth Consulting employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mosaic Wealth Consulting email formats with LeadIQ.

How many employees does Mosaic Wealth Consulting have currently?

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Mosaic Wealth Consulting has approximately 51 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Mosaic Wealth Consulting's key employees and leadership?

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As of December 2025, Mosaic Wealth Consulting's key employees include:

  • Partner: T. M.
  • Practice Manager: B. A.
  • Practice Manager: C. L.
  • Client Relationship Manager: J. F.
  • Practice Manager: S. S.

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