A complete list of active advisors currently associated with Catalyze Wealth Management
Warmer can help you find a great advisor at Catalyze Wealth Management or one who fits your needs even better.
Catalyze serves individual and high‑net‑worth clients with discretionary portfolio management, comprehensive financial planning, and employee benefit plan consulting. The firm also provides tax preparation, bookkeeping and payroll services and oversees roughly $43 million in client assets for a compact client roster. Its investment approach emphasizes diversified allocations using low‑cost index mutual funds and ETFs to manage correlation, risk and return, supplemented by fundamental, technical, cyclical and charting analysis and the use of selected independent managers. Financial planning is integrated and client‑specific, producing written plans that address cash flow, retirement, estate, tax and business planning, with clients able to impose reasonable investment restrictions. Catalyze is notable for combining investment advice with in‑house accounting services and an affiliated law practice operated by a firm principal, enabling closer coordination of legal and tax matters than is typical for firms of its size. The firm also offers periodic educational seminars and workshops and provides operational services such as payroll, a combination that is uncommon among comparable registered investment advisers.
To learn more about the advisors currently working at Catalyze Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 19
| |
Carmel, IN
| 7
|
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