START HEREWHO WE'RE FORWHO WE ARE
  • FREE eGUIDES
    •

      • WHO TO CONTACT

        TEAM CONTACT INFO

        ONLINE PORTALS

        UPLOAD DOCUMENTS

      • WHO TO CONTACT

        Caleb Huftalin / Brian Pierce

        (your primary Family Wealth Advocate[s])

        • Advice
        • Planning
        • Strategic decisions
        • Investment related questions
         
         
         

        Lauren Duncan

        (please copy your primary Family Wealth Advocate[s] so everyone is in the loop)

        • Paperwork
        • Contribution instructions
        • Distribution requests
        • Scheduling
        • Bank information / EFT / Checks
        • Statements
        • Address changes

      • CONTACT INFO

        Catalyst Family Wealth Counsel

        Caleb Huftalin, CFP®

        Family Wealth Advocate

        Phoenix

        480.779.7239

        LinkedIn Profile

        download vCard

        Brian Pierce

        Family Wealth Advocate

        Atlanta

        404.428.5651

        LinkedIn Profile

        download vCard

        Lauren Duncan

        Director of Operations

        Atlanta

        678.679.6950

        (copy your primary Family Wealth Advocate[s])

      • ONLINE PORTALS

        Performance Dashboard
        (Orion)

        Login.OrionAdvisor.com

        • Performance
        • Holdings
        • TD Statements & TD Tax Forms
        • FAQs

        Financial Dashboard

        (MoneyGuidePro)

        MoneyGuidePro.com

        • Sync your other accounts
        • Financial planning
        • Goals
        • FAQs

      • Performance Dashboard FAQs

        How do I register?

        Visit Login.OrionAdvisor.com and click "Create Login."

         

        Who do I contact for other Orion related operational questions?

        Caleb will be glad to help you.

        Financial Dashboard FAQs

        How do I register?

        Please email Caleb with a request to gain access.

         

        How do I add or change Financial Dashboard profile information such as income, goals, debt, insurance, and other accounts?

        Most of these can be updated on your own through the various tabs and sections. Or, Caleb would be glad to help you.

      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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