Wealth Manager
CurrentMosaic Capital Management is an independent wealth management firm based in Winston Salem, NC, specializing in comprehensive financial planning, investment management, insurance, and social security planning.When you are working with a Mosaic advisor, you are working with excellence.Each Mosaic advisor independently manages their client relationships. They love what they do and are very good at it. They can take the scattered pieces of your financial situation and create a beautiful, ordered picture for the future. Because Mosaic is an independent firm, advisors are free to focus on their client’s interests. Advisors view their jobs as serving you and helping you in your relationship to money. Our values of Relationship, Service, and Integrity mean you will always hear the truth from a Mosaic advisor and the client relationship is primary. The pursuit of excellence means our advisors are dedicated to continuing education on top of the appropriate certifications. Our advisors are dedicated to continuing education and Josh currently holds Series 7, and Series 66 registrations through LPL Financial, as well as N.C. Life and Health licenses, and the following designations: CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU®).We are also members of Integrated Financial Group, a consortium of independent financial planners.For a list of states in which we are currently registered to do business, please visit www.mosaiccapitalmanagement.comSecurities, Asset Management, and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the contact section above.Third party posts found on this profile do not reflect the views of LPL financial and have not been reviewed by LPL Financial as to accuracy or completeness.
