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Beyond success...significance


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Beyond success...significance


Wealth. Relationships. Experiences. Legacy.

 

What is wealth? How do you turn your dreams into realities, your goals into actions, and your success into significance? Our video will show you how Mosaic Family Wealth can assist you in achieving significance across all areas of your life.  

 
 

 

Our Mission.

 
 

Mosaic Family Wealth is an independent wealth management and investment advisory firm providing objective advice and personalized holistic wealth management solutions designed to help you cultivate a life of true significance.
We work tirelessly to create a personal relationship with you that will stand the test of time, based on a deep understanding of you, your family and your most important goals. We are here to reduce any financial anxieties you may have today and to inspire the utmost in confidence for tomorrow.

 
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Your Life, Your Goals


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Your Life, Your Goals


 

Your wealth has many different facets. Your investments, business interests, liability protections, estate planning, philanthropy, and everyday asset management are all important factors in your life. Did you know that all these can work together more effectively and provide financial clarity and confidence? 
Mosaic Family Wealth provides comprehensive wealth management advice and solutions that unify your life. We have adopted the fiduciary standard applicable to investment advisors. This means, we are legally required to place your interested about everything we do. Your trust is important to us. And we are personally committed to earning your trust, working hard, and providing clarity for your life.

 
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Our Clients


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Our Clients


 

You are more than an investor. You are an individual.

 
 

We specialize in serving the wealth management needs of entrepreneurial visionaries, executives and other successful individuals like you. Your unique ability to grow businesses, shape markets and lead the way forward is what sets you apart from others in our world. But this deep investment in professional life often leaves little time for you to focus on vitally important matters in your financial life.

As your advisors, we bring the same forward-looking discipline and leadership to the management of your personal wealth. Central to our effort is developing the personal chemistry required to gain a profound understanding of what matters most to you: your children and grandchildren, your values, the causes you devote yourself to, and your desire to leave a legacy of lasting importance for generations to come.

Developing this personal chemistry comes from the time we invest to understand each of our clients as people. Our clients lead remarkable lives, and share a remarkable number of characteristics:

 
  • They’re entrepreneurial, independent-minded business owners who create wealth, often concentrated in the companies they’ve built, and need help managing its complexity.
  • They’re successful, driven corporate executives with little time to manage their own finances, particularly the complex equity-based compensation they receive. These are executives who think like business owners, fully investing themselves in maximizing their potential for the future.
  • They’re focused on the long-term growth of their wealth with an average net worth of between $5 million and $20 million. They know that patience is required—sometimes as much as a decade or more—to see their professional efforts fully mature so that the entirety of their wealth can come to fruition.
 
  • They’re forward-looking thinkers open to advice on retirement planning and estate planning. Our wealth management process helps them see how the transition to retirement can happen, so they feel more secure about future income and expenses compared to today’s. If there’s a gap, we help them plan for that. If there’s a surplus, we help them think about interesting and rewarding ways to use it.
  • They’re the backbone of St. Louis with the majority living in and around our metro area. They fuel growth with their business decisions and support causes that make a difference in the lives of others locally.
  •  They’re tactful and influential respected for their insights as centers of influence in professional, social and civic arenas. Much of our referral business comes from their recommendations.