Ann Fenwick             Christopher Wasson
                                 CEO                            President
 
OUR PHILOSOPHY
Mosaic Asset Partners, LLC offers a broad range of financial planning services and strives to offer each and every client, individual or business, the opportunity to attain their financial objectives.

We believe that our clients deserve the best, so we hold ourselves to a higher standard with regard to product knowledge, customer service, personal attention and integrity.

We maintain strategic alliances with a network of professional resources that can ultimately allow us to provide our clients with cutting-edge advice and support.

As your trusted advisor, we are committed to enriching lives with sound and cutting-edge financial solutions.  We will:
  • Partner with you in the development and implementation of financial strategies designed to meet your specific, individual objectives and risk tolerance.  We will diligently guard the confidentiality of your financial affairs.
  • Remain true to our philosophy of providing creative, tax-efficient solutions while helping you to comprehend and manage risk.
  • Respond to you quickly and courteously.  We will listen and understand when your objectives change and help you make wise financial decisions.
  • Strive to develop a long-lasting relationship with you through integrity, service and mutual trust.

We stand ready and committed to providing you with a wealth management experience that we believe is equal to none.

Please contact us for a complimentary consultation.

Account Information
Access account information (i.e., current account value, trade activity history, etc.), monthly account statements and tax documents.


Access a comprehensive portfolio performance view of various asset holding accounts that include select 529 plans, annuities and alternative investments.
Tell A Friend Tell A Friend
 
 
 

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 and Investment Advisor Representatives of Kestra Investment Services, LLC (Kestra IS) 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 512-697-6000.



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.