About Us

Catalyst is defined as "an agent that provokes or speeds significant change or action." We're here to do just that for you.

We have decades of experience helping clients prepare for the unknown with strategies designed to meet their financial goals. Ask us about:

Risk Management
Investment advice
Retirement planning
Education funding
Estate planning

As a financial services firm, we can access many different products so you can find appropriate solutions and services for you.

Let’s spark change together
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