Broker Check

Our Partners

Bay Financial

Catalyst Wealth Advisors is part of a larger team of advisors associated with Bay Financial Advisors, LLC. Founded in 1951 and located in Waltham, Massachusetts, Bay Financial is one of the oldest and largest financial services firms in the northeast. The team at Bay Financial possesses a full complement of professional expertise. They are accredited in the fields of accounting, law, finance, investments, insurance, retirement and estate planning.

LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.