Vero Beach, FL Office

Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high‑net‑worth individuals, family offices, closely held businesses, pension and profit‑sharing plans, foundations, endowments, trusts and other entities. Offerings include multi‑asset portfolio management across a range of risk profiles, access to private investment funds, and participation in a wrap‑fee program that bundles advisory, execution, custody and reporting services.

The firm implements client‑specific investment policy statements and principally pursues long‑term, diversified strategies—from income‑oriented to maximum growth—using ETFs, mutual funds, separate account managers, individual securities and alternative investments. CFP relies on third‑party research and consultants (including NEPC), may allocate to unaffiliated sub‑advisors, and uses institutional custodial platforms and operational tools such as trade aggregation and block trading while managing approximately $1.72 billion in discretionary assets.

Distinctive features include its role as a wrap‑fee program sponsor and formal referral/promoter relationships with institutions (e.g., MMLIS and Osaic) under which CFP pays promoter and administrative fees and discloses the attendant conflicts of interest, as well as the use of third‑party introductions in client acquisition. The firm also documents a conservative stance toward cryptocurrency (it will not purchase crypto on a discretionary basis), conducts due diligence before recommending illiquid private funds and incorporates sponsor‑provided valuations for those holdings in client reporting.