Mosaic Wealth Partners | Bethesda Magazine

Financial Professionals Profiles

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Mosaic Wealth Partners

Eric Jaffe, JD, AIF®, RICP® and Chris Williams

7529 Standish Place, Suite 345

Rockville, MD

20855

ejaffe@mosaicwp.com; cwilliams@mosaicwp.com

877-840-0770

www.mosaicwp.com

What services does your firm provide?

We work with individuals and small businesses helping plan for major financial events, manage assets, set up retirement plans and manage risk. Many clients are pre-retirees and retirees with whom we develop investment management and distribution strategies to weather the volatility of markets and achieve their personal goals. We adopt a planning-first approach, act as fiduciaries in our investment management, and tailor efforts to fit each client’s unique situation and needs, all while providing exceptional, hands-on service.

What made you want to become a professional advisor?

Eric: I began as an attorney working in both the private and public sectors. My legal experience helped instill skills I apply to my financial practice today. Chris: As a former trader on the floors of the New York Board of Trade and New York Me rcantile Exchange, I especially enjoy helping clients develop strategies to manage market volatility.

Disclaimer: Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

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