Services

Our Philosophy

Most investors hire professional investment advisors for the wrong reasons. They believe they are paying for special talent at picking stocks, choosing winning mutual fund managers, or timing moves in and out of the markets. Almost always, these investors are disappointed with the results.

We believe our most important service to clients includes our knowledge & discipline in designing, implementing & adhering to an Investment Plan.

While each of our clients is unique, they all look for three important factors in a successful relationship:

Trust. They want independent, objective wealth guidance from an experienced professional they Trust.

Comprehensive Wealth Services. The time has come to “outsource” their wealth management, and they want a firm with the expertise to take a holistic view of their wealth – a “personal CFO” coordinating all of their wealth needs, including investment, estate, retirement & tax planning

A Prudent approach. They realize success comes from a plan & take their wealth seriously. They are prudent and don't think wealth management is a game. They don’t want to speculate with their serious money

You may find some, but not all these qualities anywhere else.

Wealth Management is a continuing process. We make recommendations based strictly on what is best for our clients – helping you analyze your investment portfolio, your insurance and your estate planning needs. We provide ongoing wealth management, allocating assets based on proven investment processes while monitoring your progress so you can reach your goals.

We believe Asset allocation is key to a successful client experience. The choice of asset classes and the percentage of the portfolio allocated to each accounts for 94% of a portfolio's performance, according to academic research. This means that asset allocation is far more important to a portfolio's rate of return than either security selection (accounts for 4%) or market timing (accounts for 2%). Therefore, choosing the optimal asset allocation for you is one of our top priorities.

MWM’s wealth strategies are long-term and client-specific. They're not about market timing or the latest fad investments. We do not simply write up a wealth plan and walk away; Our goal is to guide you to your desired financial future. We enjoy helping people make the best decisions about their wealth, allowing them to enjoy the more important things in life.

Mosaic Wealth Management, LLC     404.939.7080      MHudgins@MosaicW.com