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Do any of these problems sound familiar? 
  • You are a busy, successful professional who lacks the time to manage your finances.
  • As you become more successful, your life and your money become more complicated.
  • You are concerned about preserving the assets you've accumulated.
  • You don't know where to turn to find objective financial guidance.
  • You are working with a financial advisor, but you aren't sure the advisor is working in your best interest.

Catalyst Wealth Management understands the challenges you face.  I can assist you in reaching your life's goals and dreams through a structured wealth management process that includes financial planning, investment management and financial education. My clients include professionals, executives, and retirees who want to make the best financial choices to reach their goals. And they value the guidance and support of an unbiased financial professional.

Catalyst Wealth Management is 100% fee-only. This means I sell no products and receive no commissions or compensation from third parties, eliminating conflicts of interest. I provide objective advice, and I work solely for you.


Please browse this web site to learn more about my services and decide if wealth management would be of benefit to you. Contact CWM if you have any questions. I look forward to hearing from you.

Legal Disclosure
Photos courtesy of Russel Smith
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