Mosaic

Mosaic Wealth Management: Your team dedicated to working as hard as you do.

Personalized Wealth Management for High-Net-Worth Individuals

Strategic Financial Guidance Rooted in Your Goals

At Mosaic Wealth Management, we specialize in providing sophisticated, highly personalized wealth management solutions for high-net-worth individuals and families. Our approach goes beyond traditional financial planning — we partner with you to design and implement a long-term strategy that reflects your values, supports your lifestyle, and safeguards your legacy.

Whether you're managing a complex portfolio, planning for generational wealth transfer, or optimizing your tax strategy, our experienced team delivers clarity, confidence, and discretion at every stage of your financial journey.

Client Centered

Mosaic Wealth Management and its team provides a streamlined, sophisticated approach to building and managing a comprehensive financial plan, fully customized to reflect your unique goals, lifestyle, and legacy objectives.

Reach out today!

Comprehensive Wealth Planning Services

Our services are designed to meet the unique needs of affluent clients seeking a holistic approach to wealth management:

Investment Management

A disciplined, research-driven investment strategy tailored to your risk profile and long-term objectives.

Investment

Tax Optimization Strategies

Sophisticated tax planning designed to preserve wealth and enhance after-tax returns in collaboration with your CPA or family office.

Tax Optimization

Estate and Legacy Planning

Thoughtfully structured plans to ensure a seamless transfer of wealth to future generations while minimizing estate tax exposure.

Plan an Estate

Retirement Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Financial Planning

A Boutique Approach with Institutional-Grade Expertise

At Mosaic, we combine the personalized attention of a boutique firm with the depth and rigor of institutional investment management. Our team brings decades of experience working with high-net-worth individuals, executives, entrepreneurs, and multi-generational families.

We work closely with your attorneys, accountants, and other advisors to ensure a truly integrated strategy that supports your broader financial ecosystem.

Why Mosaic is right for you!

Fiduciary Commitment: Your best interest is our only priority.
Tailored Advice: No cookie-cutter plans — only bespoke strategies built around your life.
Proactive Support: We anticipate changes in markets, tax law, and your personal circumstances before they impact your plan.
Confidentiality & Discretion: Your privacy and trust are paramount.

Let’s Get Started

Get Started today! An advisor will reach out in a timely manner.

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Ryan Mabie

President & Managing Director

616-949-0900

ryan.mabie@lpl.com

Ryan focuses on asset management and financial planning. He holds Bachelor Degrees in Business Administration and Finance from Ferris State University and obtained his MBA with an emphasis on Finance from Western Michigan University.

Nathan A. Boonstra, PPC®

Partner & Vice President of Operations

616-723-8847

616-930-4043

nate.boonstra@lpl.com

Nathan uses his knowledge and experience to help clients navigate the complex world of finance and retirement planning with confidence. Nathan started in the industry in 2013 and since then has worked to create simple, effective and...

Jonathan Hayes, CFP®, PPC®

Partner & Vice President of Investment Strategies

616-949-0900

jonathan.hayes@lpl.com

Jonathan is dedicated to providing clients with customized services to help them pursue their financial goals. He works tirelessly to help clients make the decisions they need to live their best retirement lifestyle.

Tanya Hawley

Partner & Vice President of Financial Planning

616-949-0900

tanya.hawley@lpl.com

Tanya began her career in the Financial Industry in 2000, working at Fifth Third Bank on the Fixed Income Trading desk and went on to become a Financial Advisor with Morgan Stanley. She graduated from Grand Valley State University with...

Jonathan Tysman

Research and Planning Assistant

6164021756

jonathan.tysman@lpl.com

Jon joined Mosaic as a Research and Planning Assistant following his internship with the firm. A Finance major at Ferris State with plans to pursue financial advising, Jon brings curiosity, discipline, and a strong work ethic to the...

Randall Murphy, CPA, CFP®

LPL Financial Advisor

616-226-1114

randall.murphy@lpl.com

Randy entered the financial services industry in 2006 with Principal Financial Group, earning recognition for top sales goals in 2008.While building his financial practice, he continued building his tax practice by serving clients with...