Mosaic Wealth Strategies, LLC

Mosaic Wealth Strategies, LLC is a financial planner in Greenville, SC. The firm provides comprehensive, fee‑based financial planning and investment management services that focus on helping women achieve clarity, confidence, and peace of mind with their money. Their offerings include budgeting assistance, retirement savings strategies, income‑planning and personalized wealth‑building guidance, all delivered to clients throughout the Greenville area.

Founded and run by a mother‑daughter team, Mosaic Wealth Strategies blends expertise in finance with counseling experience to create a welcoming, female‑focused environment. The independent firm emphasizes attentive detail, uncovering opportunities uniquely suited to women’s complex financial needs, especially during life transitions. They describe their approach as client‑centric and relationship‑driven, aiming to turn financial overwhelm into empowerment while building long‑lasting friendships with those they serve.

Located on Jessen Drive, the office sits just a short walk from Laurel Creek, approximately 0.1 mile away, and is a brief 0.3 mile stroll to Woodruff Road, a major thoroughfare in the community.

By centering their practice on women’s wealth and delivering a thoughtful, detail‑oriented service, Mosaic Wealth Strategies stands out as a trusted resource for financial confidence in Greenville.

Services:

• Comprehensive Fee-Based Services
• Financial Counseling
• Financial Planning
• Income Plan Development
• Investment Management
• Retirement Savings Advice
• Retirement Savings Strategy
• Women's Wealth Management