START HEREWHO WE'RE FORWHO WE ARE

    • CATALYZE YOUR WEALTH SO YOUR FAMILY WILL FLOURISH

      Financial Planning & Investment Strategy to help you elevate your confidence, lean into your purpose, and live more abundantly

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      FOR Purpose

       

      FOR Family

       

      FOR Generations​

       

    • We get how confusing the black hole of mass, untailored, and conflicting financial advice can be–the kind that just doesn’t fit your situation.

       

      And we understand the worry stemming from that confusion–perhaps even a fear you might be missing something or not reaching your full potential.

       

      Families should have access to transparent, personalized advice from a guide–an advocate–who is FOR them.

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      We’ve helped hundreds of families make the right financial decisions & navigate with a clear heading. Through our 4-step process, you will feel more confident to lean into your purpose & live more abundantly.​

       

      Join the movement of wise, inspired families pursuing their greatest potential.

      Get ready to thrive!

    • THE PROCESS

      TELL US YOUR STORY

      An introductory conversation with a Family Wealth Advocate (15-30 mins) to determine if an initial strategy session makes sense

      REQUEST A CALL

       

      CATALYST PLANNING PROCESS

      Four steps to help you organize your wealth and make great financial decisions now–plus ongoing guidance to help you reach and exceed your goals

      SEE THE STEPS

      FLOURISH

      Experience clarity and peace of mind that inspire you and your family to pursue your purpose and live more abundantly

       

       

    • WHO WE ARE

      Advocating FOR Families, Leaders, and Business Owners

      Brian Pierce

      Family Wealth Advocate

      Atlanta

      404.428.5651

      LinkedIn Profile

      download vCard

      Lauren Duncan

      Operations Manager

      Atlanta

      678.679.6950

       

       

    • mission

      MOBILIZE WEALTH FOR PRICELESS PURPOSES

      vision

      GENERATIONS OF FLOURISHING FAMILY

      values

      WISDOM
      SIMPLICITY
      GENEROSITY
      GROWTH

    • YOUR NEXT STEP: REQUEST A PHONE CALL

      Call us now or request a scheduled call below (usually 15-30 mins) with a Family Wealth Advocate to determine if an initial strategy session makes sense

      Send

    Investment advisory services offered through Catalyst Wealth Management, LLC. Securities offered through Kalos Capital, Inc., Member FINRA/SIPC located at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Catalyst Wealth Management, LLC is neither an affiliate nor subsidiary of Kalos Capital, Inc. You can check the background of either firm on FINRA's BrokerCheck. Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance. © 2016-2018

    http://brokercheck.finra.org.

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