Investment decisions should be integrated with other elements of the wealth planning process. Tax and estate planning, liquidity management, philanthropic objectives, and family dynamics are all intertwined. As such, we take a holistic view to help you make the most informed and effective decisions for you and your family.


Using sophisticated technology, our approach starts with the creation and management of your personal balance sheet. Through the aggregation of your financial data, we seek to roadmap your short-term and long-term goals. As a result, our clients can feel more comfortable with their plan, especially in non-accumulation years.
Whether your focus is growth, capital preservation, or socially responsible investing, we create tailored portfolios and seek to maximize after-tax returns for your given risk tolerance. Our portfolios are supported by institutional-level research and access to a broad range of public and private managers across traditional and alternative asset classes.
As a holistic wealth manager, we believe in the importance of integrating your investments with your estate and tax planning. As your family circumstances evolve, or there are changes to state or federal estate tax law, it is important to have a plan aligned with your wishes. We help provide advice to deliver on the plan for the best long-term outcomes for your family.
A good investment program can be quickly undermined by poor tax planning. We use tax efficient investment strategies and the principles of asset location to keep more of your money working for you. Our goal is to optimize your portfolio’s after-tax returns.
Supporting a holistic view of your financial life, we believe thinking about credit and lending as an investment decision is paramount. We provide access to bespoke credit facilities for our clients, including secured and unsecured credit vehicles, mortgages, and home equity lines of credit.
Working with you and your advisors, we provide continuity for your family where fiduciary services play a role today and create a legacy for tomorrow. We provide access to directed trustee services nationally. The directed trustee oversees the fiduciary responsibilities of managing your trust as a sole trustee, co-trustee, and/or successor trustee.
We work to ensure that all aspects of your wealth planning are coordinated and support your philanthropic goals. Philanthropy is often a very personal decision, and it is important that your investments, estate and tax planning are coordinated to maximize your charitable impact.
We work with families to build a framework for education and joint decision-making around their wealth that is based on shared values, a common mission or purpose, and a collective vision for the family’s future.

*Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Catalyst Financial Partners, LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.