Empower your future
Like an elegant mosaic, we bring the many pieces of your financial life together through an honest and thoughtful approach.
What we do
Helping You Answer The Questions We All Have
Investment Management
Reliable information and sound advice to help reach your financial goals.
Retirement Planning
With persistence and a well thought out plan you can actually enjoy retirement.
Insurance Services
We offer a wide range of insurance products such as life insurance and long term care.
Estate Planning
Allocating assets ensures your loved ones are cared for after your passing.
Tax Planning
We know taxes can be a bit overwhelming to prepare for but don’t worry we’re here to help.
Education Planning
Family is important to everyone and helping to plan for their future is just as important.
our Firm
The Art of Personalized Financial Planning.
At Mosaic Asset Partners, we believe that financial planning is not a one-size-fits-all solution. Just as each mosaic is made up of individual, unique pieces that come together to create a beautiful, cohesive picture, we take a holistic approach to your financial journey. Our goal is to bring together all the important aspects of your financial life into a unified strategy tailored to your goals, values, and aspirations.
Personalized Financial Plan
We recognize that every individual has different circumstances, dreams, and challenges. That’s why we take the time to understand your complete financial picture, ensuring no important detail is overlooked. By blending the right pieces together, we craft a personalized plan that works for you and evolves with your needs over time.
Start Planning Today!
(410) 821-0089
The team
Our Trusted Advisors
Meet the team dedicated to crafting personalized
financial strategies, one piece at a time. Together, we build the future you envision.
Christopher Wasson, CFP
President
Steven Dengler, CFP
Financial Planner
Kaitlyn Rothaus Moser
Client Support Specialist
Corinne LoVecchio
Client Support Specialist
“Steve Dengler”
Financial Planner, CFP
our Methodology
Understand Our Approach To Financial Planning
At Mosaic Asset Partners, our methodology is rooted in a comprehensive, client-centered approach. We begin by understanding your unique financial situation, goals, and values. From there, we design a personalized strategy that integrates all aspects of your financial life, ensuring every piece works together toward your long-term success. Our ongoing guidance and proactive adjustments ensure that your plan evolves with you, providing confidence and clarity at every stage of your financial journey.:
Why Us?
We help plan for tomorrow … today
Why wait?
its never too late to create a plan
Sign up for our weekly newsletter to keep up on the latest investment news!
We love for our clients to learn from us so they can better understand our approach and the way we look at investing.
Recent Articles
Learn From the Professionals!
Every week we try to post new articles on current events and how this impacts the financial industry. We are always learning and trying to stay informed to better serve our clients.
we’re here to help!
Get in touch with one of our experienced advisors today
All it takes is one message to get started on your financial journey. We would love the opportunity to learn about you and your financial goals and help develop a plan to get you there.
dial now
(410) 821-0089