Catalyst Private Wealth, LLC

Catalyst Private Wealth is a registered investment advisor headquartered in San Mateo, California, offering discretionary and non-discretionary investment management and financial planning services. Catalyst Private Wealth helps clients build diversified portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, alternative investments, and options. The firm's financial planning and consulting services cover retirement planning, estate planning, charitable giving, education funding, tax strategies, real estate analysis, and debt management. Catalyst Private Wealth works with a variety of clients, including individuals, high-net-worth families, trusts, estates, and retirement plan participants.