Mosaic Capital Management
Where your financial plans come together.

About Us

WHERE YOUR FINANCIAL PLANS COME TOGETHER

Mosaic Capital Management is an independent wealth management firm serving Winston-Salem, Hickory, and surrounding areas. Our goal is to bring your financial plans together by providing exceptional personal service combined with customized strategies. Through LPL Financial, Mosaic Advisors offer comprehensive financial planning services including: asset management, investment counseling, estate planning, retirement planning, tax planning, risk management, healthcare and long term care planning, Social Security benefits strategies, and divorce planning.

 

PRACTICING THE ART OF FINANCIAL MANAGEMENT

Mosaic is an ancient art form that’s told stories and expressed sentiment from the beginning of civilization. It is where seemingly unrelated pieces come together into something meaningful. Assembly requires artistry, skill, time, and careful consideration to placement. Just as mosaics historically represent an intentional design that reflects an individual, group, or event, Mosaic Capital Management’s customized wealth management services address the unique needs of our clients. No two financial plans are exactly alike. At Mosaic Capital Management, we listen to what you want, and utilize our experience, dedication to research, and trusted partnerships to help make your financial plans come together.