Mozaic, LLC is an independent, privately owned firm that focuses on wealth management, family office and corporate advisory services. Our clients are high net worth individuals, foundations and corporations.

Our wealth management and family office platform provides highly customized and personalized solutions. We specialize in wealth preservation and long-term growth through diversified and risk-controlled investment strategies that generally are only available to institutional investors.

Our corporate advisory platform specializes in early-stage growth companies and financial turnaround situations.

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