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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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HeadquartersNew Alexandria, United StatesEmployees19(51 to 200)Annual revenue$1M to <$10MWebsitemosaicwealthconsulting.comLinkedIn profileLinkedIn

Verified contacts

16

available on Kipplo

LinkedIn employees

19

51 to 200 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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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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