About Our Firm

Here’s our story. We look forward to hearing yours.

Catalyst Wealth Management

The Catalyst Wealth Management story began with a group of financial professionals who have made it their life’s work to serve clients with sophisticated, confidential and objective personal wealth management. Our primary mandates are to enhance clients’ financial health by mitigating as many wealth erosion factors as possible and putting more capital to work. We recognize that over time investment trends may shift between favorable and unfavorable conditions.

Our role as trusted advisors is to recognize these trends and arm our clients with the best tools available to take advantage of each trend with personalized, intelligent planning. Through our years of experience serving high net worth clients, we believe that clients win in the long run by creating strategic plans based on tried and true principles that recognize that wealth erosion factors can never be eliminated but can be controlled.

It’s the understanding and utilization of these principles and techniques that creates long-term wealth. That is why the Catalyst logo — an ancient Greek sailing vessel called a Trireme — symbolizes our core philosophy in how we deliver financial planning to our clients.

The Trireme warship was the most sophisticated military vessel in the world at its peak in the 8th century B.C. On the cutting edge of technology, this triple-decker warship gave tremendous sea power to the ancient Greeks, Phoenicians and Romans.

Easy to maneuver and built for speed with three rows of oars on each side, it took 170 men, 85 per side, to make up the crew of one Trireme. The ship incorporated advanced sailing tactics when winds were at its back while at the same time maintaining the ability to break out powerful rowing techniques when waters were choppy and the wind was unfavorable.

The Catalyst Wealth Management brand depicts this ancient sailing vessel and highlights the propelling impact of strategically minimizing taxes and investing in the market and beyond.

The relevance of this strategy holds true today as building and sustaining long-term wealth over a lifetime requires sailing and rowing type disciplines: growth investment strategies and tax savings techniques when the investment trends are smooth and favorable (sailing) and risk management beyond the market when investment trends are choppy or unfavorable (rowing).

Your money has an important job — to work hard for you.

Catalyst Wealth Management believes as a core value that clients win over time utilizing both growth and defensive strategies. In every decision, we are mindful of the fact that change is inevitable, and it’s how clients and their trusted advisors deal with these changes that will dictate the success or failure of even the best plans.

Our Mission

Family is the heartbeat and lifeblood of our organization and client community. It’s why we built Catalyst, and it’s the lens we look through to enter into radically engaging relationships. Others have said about us, “They just get it. And they get me.” And we know why. Healthy families develop deep understanding and unconditional loyalty first and foremost. When you join the family, that’s how it is.

Because of this, Catalyst Wealth Management accepts a limited number of new clients introduced exclusively through a wealth advisor personal connection, professional relationship or client introduction.

We have a strong team of professionals in five offices throughout the Southeast, Midwest and Southwest, helping ensure you receive all the assistance you need not only in developing your retirement income strategy but in maintaining it throughout your retirement.