Mosaic Family Wealth

Overview

Mosaic Wealth combines financial consulting with investment management and may also provide financial consulting separately. Its approach connects financial goals with broader priorities, including family, values, faith, education, networks, reputation, and legacy.²³

History

Mosaic Family Wealth says it was founded in 2015. The firm was selected as one of the Financial Times’ Top 300 Registered Investment Advisers in 2018.⁴

Timeline

1. 2015Mosaic Family Wealth says it was founded in 2015.
2. 2018The firm was selected as one of the Financial Times’ Top 300 Registered Investment Advisers in 2018.

Leadership

The team page lists Scott Highmark as President and Principal. Missy Brown and Larry Shikles serve as Principals, while Tyler Campo is Managing Director and Principal. Sarah Wolk is Senior Wealth Advisor and Principal, and Steve Rotello is Principal in Denver.⁵

Mosaic Wealth reports that Steve Rotello joined as a Managing Director with experience in financial planning, generational planning, investment strategy, and portfolio implementation.³

Services

The firm provides wealth management and investment advisory services that combine financial consulting with investment management. It may also provide financial consulting separately. Mosaic Wealth says it builds unified plans that connect financial objectives with each client’s broader life priorities.²³

What the firm offers

• Investment management

Client Focus

Mosaic Family Wealth identifies business owners, executives, and families as its primary client groups. The firm says its team develops customized plans for each client’s vision of success.²⁶

Approach

Mosaic Wealth helps clients align financial success with the broader meaning and priorities they want their lives to reflect. Its planning framework considers family, values, faith, education, networks, reputation, and legacy alongside financial goals. The firm also says its team brings together varied backgrounds and specialized wealth management experience to create customized plans for each client’s vision of success.³⁶

FAQs

Related resources

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  This overview explains the range of services multifamily offices may offer, including investment management and related planning support. Business owners, executives, and families can use it to identify which capabilities matter when reviewing Mosaic Wealth or other advisory firms.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com provides directories and practical playbooks for family-owned companies. Owners considering investment management can use these materials to frame questions about business wealth, ownership responsibilities, and the financial issues that may shape an advisory relationship.

• GuideHow multifamily offices invest

  This page describes common approaches multifamily offices use when investing, such as portfolio construction, diversification, and ongoing oversight. Readers assessing Mosaic Wealth can use the discussion to prepare questions about how an investment adviser works with family assets or business-related wealth.

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  Profiles of ArchBridge Family Office, Argos Family Office, and Commerce Family Office offer additional points of comparison on this site. Reviewing these firms can help business owners and families organize questions about investment management, client focus, and the types of advisory relationships they are seeking.

Sources

1. SEC Investment Adviser Public Disclosure: Mosaic Family Wealth Partners, LLC
2. Mosaic Family Wealth Form CRS
3. Mosaic Wealth
4. Mosaic named one of Financial Times’ Top 300 Registered Investment Advisers
5. Mosaic Wealth team

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.