Mosaic Financial
Building the tapestry of your financial world
Move from financial uncertainty to
confidence and clarity.
At Mosaic Financial, we empower successful individuals and families to take control of their financial future. Through thoughtful planning, proactive guidance, and a compassionate fiduciary team, we help you align your resources with your goals and feel confident about your future.
Are the pieces of your financial life scattered?
Your insurance agent may cover you from catastrophe, but does your coverage consider your complete financial picture?
Your accountant may file your taxes, but do they look at how your investment account structure can help you save money for the next year?
Your attorney may plan for your estate, but do they proactively provide support during the ups and downs of life?
Too often, you can receive conflicting or incomplete advice from the professionals in your life. They are experts in their fields, but if they don’t look at the full picture it may cost you in missed savings or lost opportunities.
Feeling overwhelmed by financial decisions?
You’re not alone. Many successful people face disorganization, time constraints, and information overload that create uncertainty and stress. We help you cut through the noise and move forward with clarity and confidence.
You deserve a trusted team that brings clarity.
Our licensed fiduciary advisers combine decades of experience with cutting-edge technology to simplify your financial life — giving you confidence in every decision.
Mosaic Financial sits at the intersection of your financial life, connecting the pieces through coordinated advice. Together, we form a cohesive portrait of your future. We are fiduciaries. This means we are held to the highest amount of good faith, are required to exclude all selfish interest, are prohibited from putting ourselves in positions where personal interest and representative interest will conflict, and must, in any situation, make full disclosure of all relevant facts. We provide simple solutions for complex finances.
About Mosaic Financial
Mosaic Financial is the vision of owner Adam Prewett, AIF®. He believes that financial advice, tax planning, and estate planning should be delivered in a coordinated fashion, and founded Mosaic Financial to accomplish that goal. We seek to build a new level of fee-based financial planning for our clients and proactively build lasting relationships.
As fee-based financial planners, we are held to a fiduciary standard. This means that every recommendation we make MUST be in your best interest. You can have confidence knowing that we are on the same side – working to meet your goals, needs, and wants for the future together.
Our Proven Process
1. FIT Meeting – Ensure we’re the right match.
We start with a conversation to learn about your goals, values, and what matters most to you—making sure our team and approach are a good fit for your needs.
2. Discovery – Understand your full picture.
Together, we take a deep dive into your current financial situation, priorities, and long-term vision so we can see your entire financial landscape clearly.
3. Advice + Plan – Receive a clear roadmap.
You’ll receive personalized recommendations and a comprehensive plan designed to help you move confidently toward your goals.
4. Implementation – Put your plan in motion with ongoing support.
We guide you through each step of implementation and continue to monitor your progress, offering advice and adjustments as your life and goals evolve.
Who We Serve
We work best with clients with complex financial situations who need a proactive,
guiding hand to manage their investments, taxes, and other financial matters.
We’ll help with seamless integration of business and personal finances for a confident exit.
You face unique compensation structures, high tax burdens, and demanding time constraints that require proactive, low-friction planning.
You manage complex equity compensation (RSUs, stock options) and need strategies to manage concentrated risk and secure your long-term legacy.
Check the background of investment professionals on FINRA’s BrokerCheck.
Start your journey toward financial clarity today.
Ready to put the pieces together?
You don’t have to live with financial stress and uncertainty. We’ll help you organize your finances, find clarity in your goals, and move forward with confidence—supported by a team you can trust.
Create Your Financial Mosaic. Schedule a Consultation.
Plano office:
6275 W Plano Pkwy
Suite 500
Plano, TX 75093
San Antonio Office:
227 North Loop 1604 E Access Rd
Ste 150
San Antonio, TX 78232
Phone
214-612-0521