kad(e)lest: noun

a person or product that acts as a prime agent of change.

About Catalyst Wealth Management

Catalyst Wealth Management provides goals-based independent advice and investment management services to a wide range of clients including family offices and pension plans centered around their individual time frames. Every investment plan is established to fulfill a unique set of goals and objectives. We combine market wisdom, personalized planning and structured advice to integrate all aspects of an individual’s financial life.



Catalyst wealth management provides a high level approach to the integration of an individual’s wealth. Investment management, client education, financial, estate, and retirement planning are the key components to maximizing and preserving wealth.

Investment Management

Goals based independent advice aimed to produce consistent returns, lower overall volatility, and measured progress toward investment objectives.

Financial & Retirement Planning

Reaching your wealth goals requires the ability to understand your financial options and to recognize how aspects of your financial strategy and wealth interact.

Integrated Estate & Trust Planning

We understand assets are accumulated over a lifetime. Our process is educating clients on the menu of strategies and solutions available to maximize and preserve wealth.

Life Insurance Portfolio Management

Life Insurance is a unique asset class that can used as a portfolio stabilization tool – providing predictable and guaranteed returns.

Corporate Retirement Plans

Corporate retirement plans give a unique advantage to the wealth management process by offering the ability to buy and sell securities in a tax exempt environment.

Client Testimonials

With over 38 years of advising clients on their financial matters, we have been fortunate to nourish long lasting relationships and friendships. With our clients employed in various aspects of business and daily life, we are happy to share some overviews of personal client experiences.


Catalyst Wealth offers a complimentary review of asset classes in order to obtain a point of reference to determine current diversification and risk exposure for achieving your goals and objectives. To learn more contact us today.

450 Skokie Blvd, #507 Northbrook, IL 60062 – Directions

    450 Skokie Blvd, #507 Northbrook, IL 60062 – Directions