At Catalyst, we are a steward for your family and your wealth. We follow a disciplined, team-based planning process so you receive our collective best thinking. We consider your unique values, needs, and circumstances.
Guiding you through life’s
most important moments
We work with successful people who can benefit from the help of an experienced and professional wealth management team.
We work seamlessly with financial planners, accountants, attorneys, insurance advisors and investment bankers. We partner with our clients’ advisors with the goal of delivering thoughtful and strategic advice. You can trust us to take good care of your clients, just like you do.
We are experienced in addressing the unique needs of business owners, from determining how the company fits within their overall wealth, to assisting with pre-sale planning or intra-family transitions. We have worked with clients from varied sectors, including manufacturers, technology entrepreneurs, and family-owned businesses. We can help you make sound financial decisions that fully consider the challenges and rewards of business ownership.
Effective wealth management is especially important when the family’s wealth extends beyond one generation. A trustworthy professional who is keenly aware of how family dynamics impact decision-making can provide prudent and sensible advice to all generations. We are experienced in working with large families and can guide each branch or generation of the family as they consider their unique and collective goals.
Entrepreneurs are at the cusp of big ideas that can ignite sudden wealth, whether it be a private sale of a company or an IPO. For people in this position, it is important to work with an experienced team that can thoughtfully evaluate your situation and optimize your investments and other planning.
Many established professionals are too busy to focus on long-term planning. We offer wealth management solutions for all types of professionals at different stages of their careers. Whether you are quickly accumulating new wealth, looking to integrate your investments with effective tax planning, or simply want new ideas to enhance your finances, we can help.
We understand that life has twists and turns, and you need to be financially prepared for all of them. If you recently inherited wealth, entered into a marriage or divorce, experienced the death of a spouse, or a sudden wealth event, we can support you. You can trust your Catalyst team to offer the wealth management advice that is thoughtful, timely, and tailored to you.
Whether you are approaching retirement or newly retired, you need a professional to help make your money work for you. Our seasoned team can guide you through the transition from earning a salary to living off your wealth. After years of hard work, you deserve to enjoy your retirement to its fullest.
We understand the fiduciary responsibility bestowed upon the trustees and board members of our non-profit clients. Our comprehensive approach includes working with clients across a range of critical areas including setting investment objectives and asset allocation, understanding and establishing a prudent spending policy, and implementing or updating an investment policy statement.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. CFP does not serve as an attorney, accountant, or insurance agent. CFP does not prepare legal documents or tax returns, nor does it sell insurance products.
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