Mosaic Financial Associates, a Tempe-based wealth management firm that specializes in collaborative and highly strategic financial plans for individuals and medical professionals across the country, has announced it is joining together with Wilde Wealth Management Group, an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, effective Oct. 17, 2020.
Both teams will retain their branding as well as their staffs through the move and partnership. Mosaic will remain at its current office location in Tempe as will Wilde Wealth’s Tempe office, located at 950 W. Elliot Road.
“We have been looking to add depth to our practice for some time, both in talent and service offerings,” said Anthony C. Williams, CWS, ChFC, MRFC, CLU, president and co-founder of Mosaic Financial Associates. “Wilde Wealth, like us, offers boutique, customized investment planning advice, but also gives us access to their in-house service offerings in the fields of legal, taxes, risk management, family services, real estate and insurance.”
Williams founded Mosaic in 2008 with Marcus E. Ortega, ChFC, RFC, who today serves as the firm’s chief financial officer. Together, they have nearly 50 years of collective experience in the financial services industry. In addition, they hold multiple registrations and professional designations to provide clients with a variety of financial planning, investment management and insurance services. One of Mosaic’s points of differentiation is its Orthopaedist Advisory Group, which is an extension of Mosaic exclusively catering to orthopaedic surgeons.
“Our highly specialized expertise and service is finely attuned to the hectic schedules and no-nonsense approach of this community and our client base in this practice is national in scope,” says Ortega. “By aligning with Wilde Wealth, we are able to continue to offer a more comprehensive yet streamlined approach to this highly niche clientele.”
According to Trevor Wilde, who founded Wilde Wealth with his father, Bill, in 2003, their mission through the affiliation is two-fold: utilize Mosaic’s unique expertise in the medical community to expand its services within this niche, and to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance.
“Together, our teams will be able to take all the pieces of a client’s financial puzzle and organize them, as well as use them to build a solid foundation that will serve not just the client, but his/her family for generations to come,” says Wilde, who earlier this year was named by Barron’s to its annual list of top 1,200 advisors nationwide and No. 1 overall in Arizona. This is Wilde’s 12th consecutive year being honored and first No. 1 ranking.
– The Arizona 100 reports