Financial Planning • Wealth Management • Insurance Programs • Tax Services
Catalyst Wealth Advisors provides personalized, independent guidance to help clients pursue their financial goals. Our services include customized financial planning, integrated wealth management, life insurance programs and comprehensive tax planning services.
Responsive, Experienced Wealth Advisors
Catalyst Wealth Advisors provides responsive, personal service to individuals and business owners who seek to establish and maintain effective wealth management strategies. Our qualifications and experience allow us to offer clients an integrated approach to planning and managing their financial lives. Our mission, and our fiduciary duty, is to put the interests of our clients first and foremost in every case.
Why Choose Catalyst Wealth Advisors?
- Independent Research Team
- Personal Guidance
- No Proprietary Products
- Integrated Financial Services
Independent...But Not Alone
Catalyst Wealth Advisors has teamed up with a select group of accredited professionals in the fields of investment management, finance, accounting, law, insurance, and retirement and estate planning. These resources, combined with our knowledge and experience, allow us to offer clients a full complement of wealth management expertise. That way, we can focus on what we do best...helping people pursue their financial goals and strive for their dreams.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It's important to understand the pros and cons when considering a prepaid debit card.
These food myths will really put a drain on your wallet.
To choose a plan, it’s important to ask yourself four key questions.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here's a breakdown of how the federal government spends your tax money.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
It's easy to let investments accumulate like old receipts in a junk drawer.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Even low inflation rates can pose a threat to investment returns.