Mosaic Wealth Partners

At MOSAIC Wealth Partners, we are dedicated to providing our clients with professional and innovative financial guidance and expertise tailored to help meet your individual and/or business goals. We focus on helping pre-retirees and retirees maintain their standard of living throughout extended retirement periods by: Employing unique investment strategies designed to minimize volatility; Helping our clients answer questions about when they can retire and what lifestyle they can maintain through retirement; and, Developing long-term client relationships and applying the highest level of personalized service to every aspect of your financial affairs. An Integrated Plan We help clients in the greater Baltimore–Washington area prepare for their financial future! Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals. As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, unbiased guidance in all areas, including: Accumulation, so your investments address your objectives and comfort level Retirement planning, so you are well positioned to pursue your dreams Estate planning, so you can pass on your assets to whom you choose Risk management, to minimize any threats to your personal or business assets Business planning, to help you manage and grow your business Taxation, to minimize the tax burdens you face now and in the future Whether your financial life encompasses all or only a few of these areas, we will meet you where you are and build the plan that works for you.

Address: 15825 Shady Grove Rd. Suite 170 Rockville, MD 20850 USA

Phone: +1 301 840 0770
FAX: