Catalyst Wealth Management Private Financial Concierge Services provide customized solutions, tailored to individual client and family needs. Three levels of Private Financial Concierge services are available on a retained basis providing clients customized personal financial concierge services.

LEVEL I

Personal Financial Services

  • Bill Pay and Record Keeping
  • Coordination of Healthcare Services
  • Coordination of Insurance
  • Ongoing Credit and Identity Monitoring

LEVEL II

Ongoing Household Services

  • Household and Estate Services
  • Philanthropic Planning
     

LEVEL III

Occasional Services

  • Home Office Systems Organization
  • Inventory, Appraisal and Protection of Collectibles
  • Relocation Services
  • Travel Coordination and Oversight