Our Story
Mosaic Pacific was established in 2013 as an independent investment advisory firm. As an SEC-registered investment advisory firm, we are bound by a fiduciary duty to provide investment advice that is in the best interests of our clients. Our company is 100% employee-owned and is committed to prioritizing our clients' goals over corporate objectives.
Our People
With a team-based approach, you may work with several team members throughout your journey. We also partner with a third-party provider for compliance, technology, and operational supervision as a registered investment advisor. This allows us to focus on our clients' goals, portfolios, and relationships.
Andrea
Managing Member
Gage
Advisor
Brian
Managing Member
Jeanne
Advisor
Cory
Managing Member
Matt
Managing Member
David
Advisor
Moani
Administration
Our wealth management approach
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