People work with us because for the last 22 years they Trust & believe that we have their best interest at heart. What that means to you is that we’re wealth experts and educate you to tackle issues in your life; which gives you confidence & comfort, so you can spend more time on the things more important in your life.
Mosaic Wealth Management, LLC.’s (MWM) mission is simple: to provide personalized wealth management that minimizes our clients’ concerns and maximizes their future security.
While each client has unique needs, our role is to help you make smart, well-informed decisions about your wealth – providing you with greater financial independence, peace of mind, and security.
We start with a solid plan, a written Investment Policy Statement. We coordinate a plan which includes wealth and estate planning. We believe our most important service to clients include our knowledge & discipline in designing, implementing & adhering to an Investment Plan.
Success comes from our partnership - a relationship in which MWM becomes your “personal CFO” coordinating all of your wealth needs, including investment, estate, retirement & tax planning.
We are an independent firm with no proprietary investment products to sell. Our approach is different – we are a fee based advisory firm. Since our compensation derives solely from advisory fees, we are able to maintain the highest standards of objectivity. We make recommendations based strictly on what is best for our clients.
Mosaic Wealth Management, LLC
The Pinnacle Building
3379 Peachtree Road, Suite 230
Atlanta, GA 30326
404.939.7080
MHudgins@Mosaicw.com
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