At Catalyst Wealth Group, we believe financial planning should begin with something more personal than numbers.
It should begin with a conversation.
We take the time to understand your story, the people you care about, the goals you’re working toward, and the questions or challenges standing between where you are today and where you want to go.
From there, we help bring the pieces of your financial life together. That may include saving and investing, retirement, protection planning, estate and legacy considerations, extended care planning, charitable giving, or navigating an important life transition.
But good planning isn’t just about developing a strategy. It’s about having people you trust to walk alongside you as life changes.
That’s what we want Catalyst Wealth Group to be.
Better Together
Financial decisions rarely exist in isolation. One decision can affect your family, taxes, investments, retirement, estate plan, or future goals.
That’s why we believe in a collaborative approach.
Our financial advisors work together to bring different perspectives and experiences to the financial planning relationship. When needs extend beyond our areas of expertise, we also believe in working alongside the other professionals in your life, including attorneys, CPAs, and other specialists.
The goal is simple: help you see the bigger picture and make thoughtful, informed decisions about what comes next.
We offer both virtual and in-person meeting options, helping us stay connected with clients whether they live near one of our Florida locations or elsewhere in a state where the appropriate financial advisor is licensed.
What Guides Us
Our values aren't simply words on a page. They shape how we want to serve our clients, work together as a team, and show up in the communities around us.
Integrity, Trust & Honesty
We believe strong relationships are built by doing what is right, communicating openly, and earning trust over time.
Teamwork
We believe we're better together. Collaboration allows us to bring different ideas, experiences, and perspectives to the people we serve.
Care & Curiosity
Before offering answers, we ask questions. We want to understand the person, family, and story behind every financial decision.
An Optimistic Growth Mindset
Life changes, and there is always something new to learn. We believe in looking forward, continuing to grow, and helping our clients recognize possibilities along the way.
Generosity in Everything
Generosity is part of who we want to be, not simply something we discuss with clients. We believe in being generous with our time, knowledge, relationships, and resources while making a positive impact on the communities we serve.
Our Core Focus
Serving people through support, education, planning, advice, and generosity.
Our purpose is bigger than helping people accumulate money. We want to help people understand their choices, make intentional decisions, and use their resources in ways that reflect what matters most to them.
What Makes Catalyst Different
Values That Guide Us
Our values influence how we serve, communicate, build relationships, and make decisions.
Planning With Purpose
Through strategic personal and business planning and our CATALYST Process, we help turn questions and competing priorities into a clearer path forward.
Connection & Community
Relationships matter beyond the walls of our offices. We believe in connecting people, supporting charitable organizations, and building stronger communities through generosity and involvement.
Local Relationships. Flexible Connections.
Catalyst Wealth Group serves clients through a combination of in-person and virtual relationships.
Our advisor team has locations in Fort Myers, St. Petersburg, and Sun City Center, Florida, with virtual meeting options available for clients in states where the appropriate advisor is licensed.
Current Licensed States:
AR Insurance Lic. #6530349, AZ, CA Insurance Lic. #4213068, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MO, NC, ND, NE, NJ, NV, NY, OH, OR, RI, PA, SC, TN, TX, VA, WA, WI
Not all advisors are licensed in each state.
Start Where You Are
You don't need to have all the answers before beginning a financial conversation.
Bring the questions, the goals, the uncertainty, and the ideas. We'll start there.
Your goals. Your life. Your path forward.
