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607 CASCADE W PARKWAY SE, GRAND RAPIDS, MI 49546

616-949-0900
mosaicinfo@lpl.com
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Outlook 2026: The Policy Engine

"As fundamentals have taken the back seat, policy decisions have emerged as one of the most impactful forces driving market direction."

- Marc Zabicki, LPL Chief Investment Officer

Read More Details on The 2026 Outlook by LPL Research

Mosaic wealth management

What we do

We create strategies that are tailored to your needs and goals.

Our Approach

Why we do it

Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Mission

How we do it

Years of experience have prepared us to guide you through your life transitions.

Our Process

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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A Team dedicated to help you Pursue your goals

Pursue Your Financial Goals

Every financial journey is unique. Our financial professionals are here to provide the guidance you need to pursue your personal financial goals.

Let’s Get Started

Man standing on mountain top

Personalized Financial Services

Financial services, tailored to you.

Discover More

We help make your retirement an adventure worth sharing.

Discover Hidden Opportunities

We'll work with you to explore the choices you may have already heard about and determine which one(s) fit your individual strategy. Our entire team works together, hand in hand, acting with all your goals, interests and dreams firmly in mind.



Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and strive to provide you with the highest level of service.



Contact Our Team to Get Started

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Serving greater Grand Rapids, Michigan.