Mosaic Wealth Strategies Revenue

About Mosaic Wealth Strategies

Did you know that only 45 percent of American women feel confident managing their money? That’s why at Mosaic Wealth Strategies we’re passionate about helping women like you take control of your financial life. We are Leila Dudley, and Leila Schaefer, a mother and daughter team who created our firm to help women find peace of mind and relief from financial worry. As an independent financial planning and investment management firm, we help women, especially those in times of transition, take control of their financial lives in a way that feels intuitive to who they are. Because our story is your story, we believe true wealth is in living a more meaningful, less stressful life. Women face a unique set of financial issues, and often underestimate their abilities when it comes to financial decision making. That’s why we offer a different and much needed experience to help you assume control of your money with confidence — and then actually enjoy this new position in your lives. We help you find clarity in everything from your daily living expenses to larger goals like saving for retirement and developing a lasting income plan. Our comprehensive fee-based services are designed to advise and support you each step of the way, serving as your advocate as you move towards feeling financially confident! We feel blessed to work each day on behalf of our clients and to serve their best interests at all times. We approach everything we do with the utmost integrity, and strive to give each client our maximum effort in an environment that is most comfortable to them. We take pride in developing long term relationships with our clients, sharing in the many highs and lows we all face, and ultimately becoming friends. Financial planning truly does change lives!

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