About Catalyst Wealth Group
At Catalyst Wealth Group, we provide accessible financial guidance through in‑person and virtual meetings. Our team includes five licensed advisors and two support staff who collaborate to help clients plan, prepare, and make informed decisions. We serve clients locally from Fort Myers, St. Petersburg, and Sun City, and remotely across the states where we’re licensed.
Team members: Melissa Kadrmas, Jo Moore, Brandon Bruce, Kevin Warner, Aaron Riley, Tessa Treu‑Quirindongo, and Nikki Burk.
What We Do
- Financial planning tailored to individual goals and timelines
- Retirement planning (income strategies, Social Security considerations)
- Investment management aligned with risk tolerance and objectives
- Tax‑aware planning in coordination with your tax professional
- Estate and legacy considerations in coordination with your attorney
- Insurance solutions available through Thrivent, as appropriate
Who We Serve
We welcome clients at all stages—and offer dedicated support for wealthier transitioners (retirement, career changes, business liquidity events). We also serve individuals and families beginning their financial planning journey.
How Remote Advisory Works
Meet by secure video, phone, or chat. Share documents through encrypted portals. Choose in‑person meetings at our Florida offices when convenient. Scheduling is flexible—book online and select virtual or in‑person.
Book an Intro appointment Virtually or with Melissa Kadrmas - Fort Myers
Book an Intro appointment Virtually or with Jo Moore - St.Petersburg
Book an Intro appointment Virtually or with Kevin Warner - Sun City
CATALYST is an acronym for the way we enjoy serving our clients.
C
Curiosity
Our CATALYST process includes asking key questions and exploring new approaches. We want to know what your values are- personally and professionally. What do you want to learn more about? What have you heard other people do, and you wondered if it would be relevant to your situation? What resource or connections do you need for fixing that thing, or buying that property? What has worked well for you- and what has NOT? We desire to help you achieve your goals and dreams.
A
Analysis
Once we gather your data (your financial inventory) and your goals, it’s our chance to get to work for you! We have Advisors with a multitude of different backgrounds, so we make sure that two Advisors with the best skills and knowledge for your case are assigned to put your plan together. Our team has the resources and connections that you and your family or small business may need.
T
Targeting Goals
Expect Catalyst Wealth Group to take charge of the processes, help develop a strong sense of ownership and accountability, and inspire you to create a vision through the tough questions and thoughtful strategies. We can work with your other advisors, such as your CPA and your attorney, to make sure everyone is on the same page and moving you forward – not just looking backward! We are the liaison between your other life professionals, ensuring that we are all speaking the same language and taking care of your goals with a fiduciary standard.
A
Action
Catalyst Wealth Group has access to all the resources that Thrivent and their partners offer. We can implement many of the strategies, including dedicated advice, insurance, investments, generosity, banking, and estate settlement or wealth transfer. Whether you are just starting a savings plan, you are looking to attain tax efficiency going forward, or you just want to analyze your current expense for your portfolio, we are here to implement and advocate for you. We are also your accountability partners to keep you on track.
L
Learning
One of our core values as a team is having a growth mindset. We believe that if you are not learning, you are not growing. We are always seeking new ways to serve you, finding the resources for unique strategies, and earning more designations in our industry. We also strive to educate you and give you the resources you need to make better decisions. Our guarantee is that you will learn something with each connection you have with us.
Y
Yearly Comprehensive Reviews
At an absolute minimum, we like to meet with people once per year for reviews after their plan is in place. Life changes constantly. Whether you are adding or changing the members of your team or your family- adding or subtracting assets – changing your goals - or the economy has lifted off or taken a slide… our goal as your proactive thinking partner is to make sure you remain on track. We are flexible to your schedule and will make sure to find a time and a place that works for you.
S
Service
Catalyst Wealth Group works as a team to make sure our clients are taken care of anywhere you are. We are able to use zoom, phone, electronic signatures, and other means to ensure that no matter where you are or when you need to contact us, we are available. Because your team will have at least two advisors, and support staff, you can be assured that anything you need will be taken care of as soon as possible, and you won’t have to worry about someone taking vacation, or you having to come into the office to get something done.
T
Tell People About Catalyst Wealth Group
We know that we don’t have to ask you to refer us to the people you care about. You already do that! But we also want you to share the Thrivent member benefits that you get just because you are a Christian member of Thrivent! Share with your friends and family how you used your $250 Action Team gift card to do something great in your community! Share which non-profit you sent your Choice Dollars to! Share the link to that upcoming webinar where we have fun playing BINGO or we do a learning workshop about how to better handle your finances. All we care is that you SHARE!
Love - Appreciation – Generosity. It’s what we are all about!
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Fort Myers-St. Petersburg-Sun City-Virtually
- Phone:
- 888-965-5755
- Fax:
- 833-610-2405
- Toll Free:
- 888-965-5755
Hours
We offer appointments in person at all of our locations and via Video conferencing or phone for everyone.
St. Petersburg Office
- Phone:
- 727-484-7483