7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900
Fax: (724) 668-8083

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“Your Life, Your Wealth, Our Guidance”

Understanding that the only constant in life is change, Mosaic Wealth Consulting takes a unique approach to financial planning for our clients. Building long-term relationships that evolve throughout every stage of life is at the heart of our commitment, and has been for more than 35 years.

Our office specializes in business and individual solutions for our clients, by improving our practice with tools that differentiate us from other Wealth Management firms. We want to be the answer to your questions, wants and needs, as we strive to be innovative with the ever-changing environment. We provide our clients with all the resources and tools needed to help guide them in accomplishing their goals, whether on an individual or business basis.

Our investment consulting process is a disciplined means for helping you navigate changing markets. Not unlike navigating a boat at sea, sometimes you will want to take advantage of market winds to sail toward your financial goals. Sometimes, if the market is stormy, you may prefer to row closer to shore to protect your portfolio from full force of the gales. With our guidance, we’ll help you find a way to accomplish both goals in unpredictable weather and market conditions.

 

Contact

Dave J. Estatico, CFS®, CRPC®
Dave.Estatico@mosaicwealthconsulting.com

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Donald McDade, CFP®, CFS®, ChFC®, CLU®, CRPC®, LUTCF, MSM, AEP®
Don.McDade@mosaicwealthconsulting.com

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Scott Lauer, Private Wealth Advisor
Scott.Lauer@mosaicwealthconsulting.com

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Daniel Stephans, ChFC®, CRPC®, CFS®
Daniels.Stephans@mosaicwealthconsulting.com

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Ron Romeo ChFC®, CLU®
Ron.Romeo@mosaicwealthconsulting.com

 

Resources

Donald McDade, David Estatico, Scott Lauer, Daniel Stephans and Ronald Romeo are registered representatives of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp CRN-3170387-072120.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Kentucky, Maryland, Missouri, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Maryland, Michigan, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, Wyoming.

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

Not all registered representatives with our firm are able to offer advisory services.
 
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
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