Mosaic Wealth Management Group, Inc.

Mosaic Wealth Management Group, Inc. At Mosaic Wealth Management Group, we are Financial Life Planners with a passion for relationship-based planning. In fact, it’s an experience.

It’s more than a presentation, paragraph, or questionnaire. Our process broadens the conversation from simple asset management to a comprehensive dialogue about the big picture. It’s a relationship-based approach that considers much more than the numbers.

Our office will be closed on Monday, May 25th in observance of Memorial Day as we honor and remember those who made the ...
05/25/2026

Our office will be closed on Monday, May 25th in observance of Memorial Day as we honor and remember those who made the ultimate sacrifice for our country.

Shred week is THIS WEEK! Stop by May 11th–15th between 9 AM and 5 PM to drop off any documents you’ve been meaning to se...
05/11/2026

Shred week is THIS WEEK! Stop by May 11th–15th between 9 AM and 5 PM to drop off any documents you’ve been meaning to securely dispose of! To celebrate, we’ll be offering complimentary treats all week along with our usual fresh coffee. Here's the lineup:

Monday – Nothing Bundt Cake🧁
Tuesday – Popcorn🍿
Wednesday – Pressed Juice🧃
Thursday – Fruit Bars & Trail Mix 🥜
Friday – Fresh Fruit 🍎

We’ll see you soon!

Happy Mother’s Day to all of the incredible moms! Today we celebrate you. 💐 Wishing you a day filled with love, apprecia...
05/10/2026

Happy Mother’s Day to all of the incredible moms! Today we celebrate you. 💐 Wishing you a day filled with love, appreciation, and time with those who matter most.

Our Annual Shred Event is back next week! Bring your old documents for secure shredding—and this year, bring a sticker t...
05/05/2026

Our Annual Shred Event is back next week! Bring your old documents for secure shredding—and this year, bring a sticker too! 🎉

We’ve got a new shred bin in our lobby and we want your help decorating it. Whether it’s your favorite brand, a travel sticker, something funny, or totally random—bring it in so we can add it to the bin and help us turn it into something fun and unique.

Meet Mina! Stephanie's new puppy and Mosaic's part time employee. What should her official job title be? 🐾🤓💼
04/30/2026

Meet Mina! Stephanie's new puppy and Mosaic's part time employee. What should her official job title be? 🐾🤓💼

Where it started → where we are todayFrom a tiny 12x12 subleased office with dial-up internet to a 3,200 square foot off...
04/28/2026

Where it started → where we are today

From a tiny 12x12 subleased office with dial-up internet to a 3,200 square foot office building and a team of 9. Over the past 30 years, Mosaic has been shaped by more than a dozen former team members and 70+ interns who have all left their mark.

Grateful for the journey and everyone who’s been part of it.

We’re excited to bring back one of our favorite client events! Our complimentary shredding week returns May 11th–15th! 📄...
04/23/2026

We’re excited to bring back one of our favorite client events! Our complimentary shredding week returns May 11th–15th! 📄🗑️✨

Stop by the office anytime during the week between 9 AM and 5 PM to safely dispose of your documents. More details to come!

This year we’re proud to celebrate 30 years of Mosaic Wealth Management Group! What began in 1996 has grown into a firm ...
04/09/2026

This year we’re proud to celebrate 30 years of Mosaic Wealth Management Group! What began in 1996 has grown into a firm built on relationships, trust, and helping clients make confident financial decisions. We’re grateful to everyone who has been part of the journey.

We might be a little late to this trend… but we couldn’t resist.Before the meetings, financial plans, and spreadsheets —...
03/27/2026

We might be a little late to this trend… but we couldn’t resist.

Before the meetings, financial plans, and spreadsheets — we were just kids with big dreams!

Morning well spent volunteering with Seminole County Animal Services! 🐾We’re grateful for the incredible work they do to...
03/24/2026

Morning well spent volunteering with Seminole County Animal Services! 🐾

We’re grateful for the incredible work they do to care for animals in our community and we are happy to lend a hand! ...and get in some quality doggy time.

Special thanks to our client and Seminole County Animal Services Division Manager, Chris Stronko!

Address

1500 Town Plaza Court
Winter Springs, FL
32708

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

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