Two Industry Leaders
One Shared Vision
Tammy Wener, CFP® and Jenifer Aronson, CFA® knew that joining forces would enhance the value they each bring to their clients. The merger of RW Financial Planning and Mosaicfi Wealth Management creates a uniquely powerful partnership that enriches how clients build their financial future.
Financial planners specialize in understanding clients’ life goals, risk tolerance, and complex financial needs, while investment managers contribute deep market knowledge and portfolio optimization expertise. By uniting these skills, Tammy and Jenifer deliver personalized solutions where investment strategies are aligned with clients’ financial plans, tax strategies, and life transitions. This collaborative approach closes the gap that can occur between planning and implementation, allowing clients to build a stronger financial foundation with confidence that every aspect of their financial life is working in harmony toward their goals.
To learn more about our services which include both traditional investment management and project-based financial planning, contact Tammy at Tammy@mosaicfi.com or 847-371-5203.
