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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. 

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Andrea

Managing Member

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Gage

Advisor

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Brian

Managing Member

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Jeanne

Advisor

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Cory

Managing Member

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Matt

Managing Member

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David

Advisor

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Moani

Administration

Our wealth management approach

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