Mosaic Wealth Management Group, Inc Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Mosaic Wealth Management Group, Inc is a financial services firm based in Winter Springs, Florida. The organization positions itself as Financial Life Planners, offering a relationship-based approach that expands beyond traditional asset management to engage clients in a comprehensive dialogue about their broader financial picture. Its services are delivered through securities and advisory offerings managed by J.W. Cole Financial and J.W. Cole Advisors, with Mosaic Wealth Management Group operating as an unaffiliated entity in those arrangements. The firm emphasizes a planning process focused on relationships and big-picture planning rather than solely numerical strategy. Its size is described in terms of a small professional team, and it operates within the regulatory framework applicable to securities and advisory services.

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