Our Firm
Catalyst Private Wealth was formed to solve the unique wealth management needs of innovators and leaders. Our clients often carry outsized risks, concentrated stock positions, and the need for comprehensive planning to navigate liquidity before, during, and after an event.
Next Generation of Wealth
Catalyst Private Wealth is the next generation wealth advisory firm for the next generation of wealth. We’re a boutique team of experts who each focus on a specific area in the financial picture of our clients. We combine our varying specialties to build a holistic wealth plan and a unique client experience that evolves alongside our clients’ lives.
