Growing, Preserving, and Transferring Your Wealth
We monitor your strategy to help make sure it remains on track to meet your goals by continually assessing your needs and expectations.  We take into consideration your level of risk-tolerance, previous financial experience and time frame for achieving your goals.

Mosaic Asset Partners, LLCprovides the following Investment Products:
  • Alternative Investments
  • Bonds
  • Closed-end Funds, UIT's & REIT's
  • Exchange Traded Funds
  • Fixed & Variable Annuities
  • Government Securities
  • Mutual Funds
  • Separate Account Managers
  • Stocks
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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Kestra IS and Kestra AS is not affiliated with Mosaic Asset Partners, LLC.  Kestra IS and Kestra AS do not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-7101.

Check the background of this financial professional on FINRA's BrokerCheck.

This communication is strictly intended for individuals residing in the state(s) of MD. No offers may be made or accepted from any resident outside the specific states referenced.