Who We Are

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.