Former Head of United Capital Risk Management Launches Mosaic Advanced Planning

Back by Merchant and available to broader wealth management community, MAP elevates advisory firms with integrated expertise and solutions

MINNEAPOLIS--(BUSINESS WIRE)--Mosaic Advanced Planning (“MAP”) introduces a powerful new resource to the wealth management industry, offering firms and financial professionals deep planning expertise and open-architecture risk management solutions. Backed by Merchant Investment Management, MAP provides integrated support to deliver estate planning, tax strategies, business succession, and complex wealth planning solutions to the Merchant ecosystem and the broader wealth management industry.

MAP works closely with wealth management firms, providing direct access to an experienced and expanding team of professionals. Under the leadership of Heather Kelly, CEO and Founder, MAP leverages her expertise in building organizations that educate advisers on effectively integrating insurance-based solutions into comprehensive financial planning. Heather formerly headed RIA distribution for Allianz and built United Capital’s Financial Advisor Risk Management team.

Rick Muzik joins as Chief Growth Officer and Managing Partner, bringing decades of experience in helping wealth management firms build internal risk management and insurance platforms to support advisors.

“We created Mosaic Advance Planning to address a critical need in the industry—enhancing the client experience with a strategic, high-touch planning approach that integrates advanced strategies, risk management, insurance, and family office services, enabling firms and advisers to grow with confidence," said Heather Kelly, CEO at MAP.

“Our team’s deep expertise and experience as a trusted, collaborative partner driving great client outcomes and have earned the confidence of advisors over the years has me excited about the future of MAP and the impact we will make,” added Kelly.

"I had a front-row seat watching Heather build advanced planning and risk management resources at United Capital that transformed the quality of our client experience and empowered advisors to deliver more comprehensive planning solutions,” said Matt Brinker, a Managing Partner at Merchant. "Standing this business up with Heather reflects our commitment to helping RIAs build stronger, more competitive businesses. As advisory firms evolve and client's financial lives get more complex, access to a knowledgeable and culturally aligned planning team is crucial for staying competitive."

For more information about Mosaic Advance Planning and its services, visit MAPAdvPlanning.com.

About Merchant:
Merchant is a private partnership that provides life cycle growth capital and strategic guidance to independent financial services companies, particularly those focused on wealth and asset management. Merchant’s ecosystem comprises 100 partner firms and RIA practices in six countries, collectively managing more than $180 billion in assets. For additional information, please visit merchantim.com.