Who We Are

Our Mission

Mobilize wealth for priceless purposes.

Our Vision

Generations of flourishing families.

Our Values


Our Story

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. Our goal is to put more capital to work. Our role as trusted advisors is to recognize favorable and unfavorable 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 clients win in the long run by creating strategic plans based on tried and true principles recognizing 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. That means 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.

Meet Our Team of Financial Professionals

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Who We’re For

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Call us now or request a scheduled call below (usually 15-30 mins) with a
wealth advisor to determine if an initial strategy session makes sense.