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Mosaik Wealth Partners

Categories

Finance & Insurance

About Us

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Mosaik Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

Rep/Contact Info

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Christine Cogar, MBA, FPQP®
Sr. Client Relationship Mgr.
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Kayla Grimslid, CFP®, AAMS?
Financial Advisor

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