Mosaic Wealth Consulting
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 Wealth 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. For full disclosures please see our website at
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Verified contacts
16
available on Kipplo
LinkedIn employees
19
51 to 200 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- RJ
Richard J. Smith
Private Wealth Advisor · Finance & Accounting
EmailPhone - LK
Linda Korchok
Administrative Assistant · Operations
EmailPhone - BA
Brandy Ayers
Practice Manager · Operations
EmailPhone - DE
Dave Estatico
Private Wealth Advisor · Finance & Accounting
EmailPhone - JR
Jeffrey Ruffing
Private Wealth Advisor · Finance & Accounting
EmailPhone - PM
Paul M. Yuna
Private Wealth Advisor · Finance & Accounting
EmailPhone - SL
Scott Lauer
Private Wealth Advisor · Finance & Accounting
EmailPhone - SS
Shannon Sottile
Private Wealth Strategist · Finance & Accounting
EmailPhone - TK
Testa Kevin
Private Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Mosaic Wealth Consulting
9 distinct titles indexed · top 9 shown.
- 7private wealth advisor
- 1administrative assistant
- 1advisor
- 1associate
- 1customer service representative
- 1financial services and insurance specialist
- 1practice manager
- 1private wealth advisor at mosaic wealth consulting
- 1private wealth strategist
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