Founded in 2003, Catalyst Wealth Management LLC is an independent private investment office that combines the high service standards of a multi‐family office with the investment expertise and operational excellence of a global institution.
Services include asset allocation, manager selection, due diligence, access to best‐in‐class managers, active portfolio monitoring and private financial concierge.
The Registered Investment Advisory division, Synergist Wealth Advisors LLC designs and implements global investment strategies for high net‐worth individuals, families, and foundations to capture the breadth and depth of potential returns and risk minimization offered by a broad spectrum of asset classes and strategies.
We deliver independent objective advice and custom solutions to help integrate and simplify financial lives.
We are driven by our fiduciary responsibility to act in our clients’ best interests. We do not sell products or receive sales commissions of any kind. Our allegiance is to our clients.
We serve as a dedicated advocate and through a unique, consistent process deliver highly personalized services and top resources across the financial industry to best serve clients.
We provide objective, family office solutions with a team approach, professional partners, institutional resources and strategic alliances.
We partner with you to grow, protect and transfer your wealth.
Our purpose is to help you establish and achieve your financial goals through objective, tailored strategies, management of resources and efficient execution.
We provide family advisory services without the conflicts of interest we experience in single product and sales driven firms.
We measure our success by your success in achieving your goals over time.