Catalyst Wealth Advisors is part of a larger team of advisors associated with Bay Financial Associates. Founded in 1951 and located in Westwood, Massachusetts, Bay Financial was one of the oldest and largest financial services firms in the northeast prior to its acquisition by LPL Financial.

Bay Financial's team possesses a full complement of professional expertise. Many associated advisors are accredited in the fields of investments, insurance, retirement and estate planning. Their qualifications include:

• CERTIFIED FINANCIAL PLANNER™ Professionals
• Certified Public Accountant (CPA)
• Juris Doctorate (JD)
• Master in Taxation (MST)
• Master of Law (LLM)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Certified Funds Specialist (CFS)
• Master of Business Administration (MBA)
• Master of Science Financial Planning (MSFP)
• Personal Financial Specialist (PFS)

Bay Financial Associates is a marketing name for a supervisory branch of LPL Financial that supports assigned independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through Bay Financial Associates, Catalyst Wealth Advisors has access to additional resources, such as administrative support and investment research. Catalyst Wealth Advisors is a separate entity from LPL financial and Bay Financial Associates.