Genevieve Zeletz

Client Manager at Mosaic Advisors - Houston, TX, US

Genevieve Zeletz's Colleagues at Mosaic Advisors
Cindy Zelaya

Associate Planning Analyst

Contact Cindy Zelaya

Vivek Patel

Associate Financial Planner

Contact Vivek Patel

Kayla Lail

Senior Financial Analyst

Contact Kayla Lail

Erin Patak

Investment Analyst

Contact Erin Patak

View All Genevieve Zeletz's Colleagues
Genevieve Zeletz's Contact Details
HQ
713-980-4100
Location
Houston, Texas, United States
Company
Mosaic Advisors
Genevieve Zeletz's Company Details
Mosaic Advisors logo, Mosaic Advisors contact details

Mosaic Advisors

Houston, TX, US • 20 - 49 Employees
Financial Services

A DIFFERENT APPROACHOne of life's inescapable truths is that the more successful you are, the more complicated your life becomes. For business owners, few things are more complex than the myriad of family, tax, legal, business & financial issues they confront daily. Mosaic is dedicated to serving the diverse needs of successful entrepreneurs & their families. THE "ADVICE BUSINESS" IS BROKENFrom Bankers to Brokers, Attorneys to Agents, & Accountants to Advisors, there is no shortage of professionals vying to assist business owners with various aspects of their lives. However, virtually none of them are incentivized to lead the diverse team of specialists required to affect meaningful change. The hourly billing structure & sales-based incomes of most professionals tends to limit their ability to invest the time & energy necessary to understand all aspects of their clients' lives.Most professional advisors simply lack the financial incentives & organizational framework required to provide truly comprehensive advice.OUR APPROACHMosaic was built upon a completely different business model – to provide unbiased, comprehensive advice in exchange for a flat-fee. This structure eliminates conflicts & aligns our financial incentives with our clients' interests. Our methodology is simple; we base our engagements on the actual scale, scope, & complexity of each endeavor. By doing so, we are able to focus our energy, effort, & expertise on client education & advocacy, not salesmanship.Mosaic's business model was formed upon the premise that compensation & motivation are inextricably linked.

Estate Planning Asset Protection Planning Business Succession Planning Annual Plan Management and Maintenance Investment Management Family Governance Family Office Financial Services Financial Advisory Services
Details about Mosaic Advisors
Frequently Asked Questions about Genevieve Zeletz
Genevieve Zeletz currently works for Mosaic Advisors.
Genevieve Zeletz's role at Mosaic Advisors is Client Manager.
Genevieve Zeletz's email address is ***@mosaicadvisors.com. To view Genevieve Zeletz's full email address, please signup to ConnectPlex.
Genevieve Zeletz works in the Financial Services industry.
Genevieve Zeletz's colleagues at Mosaic Advisors are Cindy Zelaya, Vivek Patel, William Chang, Kate Banwell, Kayla Lail, Marium Murphy, Erin Patak and others.
Genevieve Zeletz's phone number is 713-980-4100
See more information about Genevieve Zeletz