About Catalyze Wealth Management

To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals. This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence. We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality. You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.

General Information Years of Experience in Financial Services:    13 Gender:    Male CRD#:    5316123 Firm CRD#:    300078 Number of Years with Current Firm:    2 Work with the following types of clients:    Businesses, Individual Investors States Willing to do Business in:    Anderson,Arcadia,Atlanta,Beech Grove,Brownsburg,Camby,Carmel,Cicero,Fishers,Fortville,Greenfield,Greenwood,Indianapolis,Ingalls,Lapel,Lebanon,Lizton,Mc Cordsville,New Palestine,Noblesville,Pendleton,Pittsboro,Plainfield,Sheridan,Westfield,Whitestown,Zionsville,Wilkinson

Services Investment Types:    Mutual Funds, Bonds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments Can meet clients in the following ways:    Your Office, Email, Phone, Our Office, Your Home, Video Conference

Qualifications & Memberships Certifications, Accreditations & Designations:    CFP® Securities Licenses:    Series 66 Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)

Compliance Criminal Disclosures in Last 5 years:    Have a clean record Compliance Disclosures in Last 5 years:    Have a clean record Registered Investment Advisor:    Yes Investment Advisor Representative:    Yes Acknowledged fiduciary:    Yes

Compensation and Fees Compensation Methods:    Based on Assets, Flat Fee Minimum Portfolio Size for New Managed Accounts:    $500,000 Fee Structure:    Fee-Based

Frequently Asked Questions

Q.	How are you compensated? How will I pay for your services?

Q.	Have you ever been charged with any breaches?

Q.	Why should I choose you as my financial advisor?

Q.	How do you charge for your services?

Q.	What services do you provide? What are your specialties?

Q.	What financial institution(s) do you represent?

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Q.	How are you compensated? How will I pay for your services?
Catalyze is a fee-only firm.

Q.	Have you ever been charged with any breaches?
No.

Q.	Why should I choose you as my financial advisor?
I am a Certified Financial Planner (CFP®) and have earned a master's degree in personal financial planning.

Q.	How do you charge for your services?
Advisory Fees are based on the services you receive, complexity of your situation, and our ability to add value. Investment Management fees range from 0.50% - 0.10% annually. Financial Planning Fees are based on the scope of the project and are always communicated in advance. You will never be assessed a fee without your prior knowledge and written consent.

Q.	What services do you provide? What are your specialties?
Financial planning and investment management.

Q.	What financial institution(s) do you represent?
None. We are a completely independent firm.