Custom Investment Management & Comprehensive Wealth Planning
Discover the Catalyst Difference
Catalyst Wealth Advisors is a fee-only, boutique Registered Investment Advisory firm based in Newport Beach, CA. The firm provides custom investment management and unbiased wealth planning advice to clients across the United States. Catalyst deeply invests in its clients and delivers a tech-forward, modern wealth management experience.
As it relates to your finances, you want to know that you are on the right track, your investments are prudent and reliable, and you have a trusted partner watching out for you.
Catalyst Wealth Advisors exists because Ryan McKee had those same desires. As a result, he built a firm to offer boutique wealth management, independent and objective financial advice, and resources to give you confidence to live life to the fullest. Ryan has experienced the uncertainty a tumultuous market can bring and initially dove into financial planning and evidence-based portfolio management to help his family. Now, he and his team are here to serve you.
Catalyst serves as an advocate for you and your interests. When we make a recommendation, it is discerning the optimal choice from the available solutions with only you in mind. We are proud to adhere to the fiduciary standard and to stand with you in accomplishing your goals through a high-touch, comprehensive experience.