Florida Office

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


Catalyst Wealth Management specializes in managing risk in an uncertain market and providing consistent, conservative income through this proven method of investing. Income is actually more important than assets, and we’ll show you why. We model our clients’ portfolios after endowment and institutional-style investors, as we lead the way in true diversification.

Allocation investing (diversifying within the market) is an outdated and inefficient idea. Institutional investors learned a new approach years ago and now avoid exposing assets to the risk in the traded market.

Approximately 9,000 companies are publicly traded, while more than 27 million private U.S. businesses exist. Tap into these private investment opportunities available through Catalyst Wealth Management.

With verified alternatives to CD’s, stocks, bonds and annuities, let us show you how to diversify your portfolio effectively using strategies proven by the most successful investors.

Our diverse experience enables us to tailor your retirement strategy to your unique goals and wishes. If you’re interested in learning more about this unique investment alternative and avoiding the daily stress of the market, contact us for a no-cost, no-obligation appointment.