Mosaic Capital, LLC is an independent, fee-only wealth management firm that acts as a "personal CFO" for a select group of entrepreneurs and their families. Founded on the principle of providing integrated and objective advice, the firm combines comprehensive financial planning, investment management, and tax and estate planning services. Their mission is to help clients simplify their financial lives and make informed decisions, allowing them to focus on their businesses and personal pursuits. The firm is a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission.

Founded in

Canada