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.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
06/05/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
06/03/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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.

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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