Modern wealth management
Catalyst is a group of thoughtful, passionate, and entrepreneurial advisors joining together to deliver modern wealth management. We combine institutional caliber investment management with integrated planning services and innovative technology, delivered by a team focused on you.
Here at every stage of life
Helping you manage your wealth is much more than growing a portfolio. It is about building a long-term relationship, understanding your goals, and being at your side throughout all of life’s important decisions.
Valuing your wealth as much as you do
Whether you are navigating life changes, approaching retirement, or contemplating the sale of your business, our team will help you plan, protect, and grow your wealth.
As a client of Catalyst Financial Partners, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of the Company’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by the Company and unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold the Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.