Mosaic Financial Associates, a wealth management firm that specializes in collaborative and highly strategic financial plans for individuals and medical professionals across the country and is located at 960 W. Elliot Road #213 in Tempe, 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 October 17, 2020. Both teams will retain their branding as well as their staffs through the move and partnership. Mosaic will remain at its current location in Tempe as will Wilde Wealth’s Tempe office, which is located at 950 W. Elliot Road #126.
“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.
About Wilde Wealth Management Group
Wilde Wealth Management Group is an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Investment Advisors, CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been named to Barron’s “List of Top 1,200 Advisors” annually for over a decade, with managing principal Trevor Wilde earning the No. 1 ranking for 2020. Currently, Wilde Wealth Management Group has more than $1.2 billion in combined assets and five offices across Arizona located in Scottsdale, Glendale, Tempe, Tucson and Payson, as well as an office in Indiana. For more information, visit http://www.wildewealth.com.
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Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.