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Wealth Accumulation

"Growing, Preserving, and Transferring Your Wealth."

We believe developing a specific strategy is key to helping you reach your goals. We do that by monitoring your strategy and continually assessing your needs and expectations. We always take into consideration your level of risk-tolerance, previous financial experience and time frame for achieving these goals.

The professionals at Mosaic Asset Partners, LLC provide the following Investment Products:

  • Alternative Investments*

  • Bonds

  • Closed-end Funds, UIT's & REIT's

  • Exchange Traded Funds

  • Fixed & Variable Annuities

  • Government Securities

  • Mutual Funds

  • Separate Account Managers

  • Stocks

Please contact us for a complimentary consultation.

*Investing in alternative assets involves higher risks than traditional investments and is suitable only for the long term. They may not be tax efficient, and have higher fees than traditional investments. They may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain.