Mosaic Wealth Management

Mosaic Wealth Management Helping you streamline and simplify your financial planning and investment management. Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the sta

tes in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/01/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

There are billions in unclaimed dollars in the US. Is some of that yours?
05/29/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
05/27/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Use your car for business? Make sure you're on the same page as your insurance carrier.
05/25/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
05/22/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
05/20/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Protect yourself from identity theft.
05/18/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
05/15/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
05/13/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
05/11/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Address

607 Cascade W Pwky SE
Grand Rapids, MI
49546

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+16169490900

Website

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