Mosaic Wealth Consulting has been putting the pieces together and providing financial services to clients for mor e 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 Lincoln Financial Advisors, a member of Lincoln Financial Group which is a Fortune 500 company offering 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. We encourage you to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal. We can offer securities in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wyoming. Registered associates of Mosaic Wealth Consulting are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp. CRN-3750800-090821
View Top Employees from Mosaic Wealth ConsultingWebsite | http://www.mosaicwealthconsulting.com |
Revenue | $5 million |
Employees | 19 (18 on RocketReach) |
Address | 201 Penn Center Blvd Building One, Suite 525, Pittsburgh, Pennsylvania 15221, US |
Phone | (724) 743-6198 |
Fax | (412) 317-1402 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Pillar Wealth Strategies, Selkirk Wealth Advisors, LLC |
SIC | SIC Code 87 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Mosaic Wealth Consulting annual revenue was $5 million in 2024.
18 people are employed at Mosaic Wealth Consulting.
Mosaic Wealth Consulting is based in Pittsburgh, Pennsylvania.
The NAICS codes for Mosaic Wealth Consulting are [523, 52].
The SIC codes for Mosaic Wealth Consulting are [87, 62].