Modern wealth management

Catalyst is a group of thoughtful, passionate, and entrepreneurial advisors joining together to deliver modern wealth management. We combine institutional caliber investment management with integrated planning services and innovative technology, delivered by a team focused on you.

Here at every stage of life

Helping you manage your wealth is much more than growing a portfolio. It is about building a long-term relationship, understanding your goals, and being at your side throughout all of life’s important decisions.

Valuing your wealth as much as you do

Whether you are navigating life changes, approaching retirement, or contemplating the sale of your business, our team will help you plan, protect, and grow your wealth.