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.
Mutual Advisors, LLC
Catalyst has partnered with Mutual Advisors, LLC and Mutual Securities, Inc. The Mutual companies have a 35-year history with 30 full-time employees. As a SEC registered investment advisory firm, Mutual Advisors serves as a resource for independent, self-branded advisory firms. Mutual Advisors has over $1,000,000,000 of Assets Under Management (AUM).
Partnering with Mutual Advisors allows Catalyst to leverage the technology, compliance, transition support MA’s platform offers. As well as advisory services including middle/back office capabilities to allow the Catalyst team to focus on serving our clients.