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:
motivated to get your financial life in order
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.