Our Firm

Financial Catalyst Group (FCG) is a firm dedicated to meeting the needs of successful families and closely held businesses who want an independent firm to collaborate with them to solve a myriad of problems and simplify their lives around their wealth.  We restrict our business to work only with those situations where we feel we can add significant value by establishing and maintaining a mutually beneficial and respectful relationship.

We developed the Wealth Architecture^TM process as a consultative approach to wealth management.  It is based on a deep understanding of our clients and their values as well as their financial resources.  Working with a team of experts, we develop and oversee an investment plan built around fiduciary standards of care and prudence.  Our team is also involved in the advanced areas of wealth transfer and charitable giving.

Wealth is not just about "money," but about values.  When one leaves or receives a legacy, the deeply-felt values regarding the meaning and use of money are of paramount importance.  There are significant philosophical differences among people, and as a result we strive to incorporate these differences into each relationship.

Our goal is to maintain a lasting relationship based on delivering responsive and accurate service along with those financial products that we agree are appropriate for the client's situation. We are commited to the highest level of integrity and care.