Catalyze Wealth Management
About
Over the years, we noticed that even the smartest people make small mistakes and miss opportunities in their personal finances. Whether it was because these families lacked the time to manage their finances or because their finances weren’t well-coordinated, these mistakes ultimately cost them time, money, and stress.
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals.
This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence.
We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality.
Our services include:
Financial Planning
Tax Planning and Preparation
Estate Planning
Income Optimization
Healthcare Planning
Investment Management
Second Opinions
You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.
I enjoy problem solving and helping people find solutions to their unique circumstances that allow them to have confidence as they approach and enter into retirement.
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Frequently asked questions
What is your typical process for working with a new customer?
- No Cost or Obligation - We want you to know exactly how we can help before you pay us a single dollar.
- 3 Big Answers - You will finish with answers to the three biggest questions about retirement.
- Are you on track to reach your long-term goals?
- How can your tax bill be reduced?
- How can your investments be improved?
- Do I like/trust/respect the team at Catalyze?
- Will the benefits they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
What education and/or training do you have that relates to your work?
Members of our team are Certified Financial Planners, Certified Public Accountants and hold advanced degrees in law (JD), and personal financial planning (MS).
Do you have a standard pricing system for your services? If so, please share the details here.
Our fees for financial planning, tax preparation, estate planning, retirement income optimization, and other advisory services are based on the services you receive, complexity of your situation, and our ability to add value.
Our fees for investment management range from 0.5% to 0.1% annually.