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      • 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 trying to “Do It Yourself.”

         

        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 Family Wealth Formula™, 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

         

        FAMILY WEALTH FORMULA™

        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

         

         

      • FREE eGUIDES

      • WHO WE ARE

        Catalyst Family Wealth Counsel

        Advocating FOR Families, Leaders, and Business Owners

        Caleb Huftalin, CFP®

        Family Wealth Advocate

        Phoenix

        480.779.7239

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        Brian Pierce

        Family Wealth Advocate

        Atlanta

        404.428.5651

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        Jason Shuster

        Family Wealth Advocate

        Austin

        512.917.2598

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        Lauren Duncan

        Director of Operations

        Atlanta

        678.679.6950

         

         

      • CERTIFICATIONS, MEMBERSHIPS & ALLIANCES

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        PHOENIX | AUSTIN | ATLANTA

         

        AND VIRTUALLY EVERYWHERE

        COURTESY OF CUTTING EDGE, EASY TO USE TECH

         

         

      • 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

        Currently accepting new clients with at least $500K in household annual income or at least $500K in investment assets

        Send

      • MISSION

        Ignite a family's expansive potential for stewarding the wealth entrusted to them

         

        VISION

        See families, business leaders, and the communities they serve grow in flourishing, uncommon abundance

        VALUES

        People matter

        Love God, our families, our clients

        Simplicity leads to meaningful results

        Priority means focusing first on what matters most

      Catalyst Wealth Management offers securities through Kalos Capital, Inc., Member FINRA/SIPC/MSRB and investment advisory services through Kalos Management, Inc., an SEC Registered Investment Advisor, both located at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Catalyst Wealth Management is neither an affiliate nor subsidiary of either Kalos Capital, Inc. or Kalos Management, Inc. 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. © 2016-2017

      http://brokercheck.finra.org.

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