Catalyst Private Wealth

At Catalyst Private Wealth, we understand the complexities and challenges that come with managing wealth, particularly for innovators, entrepreneurs, and leaders who carry outsized risks and concentrated stock positions. Our mission is to provide a comprehensive wealth management experience that mitigates risk, preserves capital, and enhances growth opportunities. Our team of experts is dedicated to delivering a personalized and holistic approach to wealth planning, tailored to the unique needs of our clients.

Our Story

Catalyst Private Wealth was founded to bridge the gap in the financial services industry, catering to the distinct needs of founders, early employees, developers, executives, risk-takers, and serial entrepreneurs. Our founders, Mitch Sands and Bryan Wilson, bring extensive experience in wealth management, with a focus on navigating the complexities of high-net-worth families. They have built a team of experts with diverse skill sets, each specializing in specific areas of wealth management.

Our Approach

At Catalyst Private Wealth, we take a planning-first approach, recognizing that our clients often face unique challenges due to concentrated equity positions, startup or venture capital investments, and the need for comprehensive planning to navigate liquidity events. We combine our varying specialties to build a holistic wealth plan that evolves alongside our clients' lives.

Our Services

We offer a wide range of services, including:

• Wealth Planning: Asset protection, estate planning, tax optimization, and risk management
• Investment Management: Core portfolio, satellite investments, asset allocation, and alternative solutions
• Tax Strategies: Company stock option optimization, donor-advised funds, charitable giving, and complex estate planning
• Lending Solutions: Asset-based lending, secured lending, and non-recourse lending

Client Experience

At Catalyst Private Wealth, we prioritize a unique experience tailored to each client's needs. Our hands-on approach provides transparency and confidence, allowing our clients to focus on building, disrupting, and developing their respective ecosystems. We foster meaningful relationships, leveraging our extensive network to connect our clients with similar interests and potential partnerships.

Our Team

Our team of experts includes Mitch Sands, Founding Partner and Lead Advisor, Bryan Wilson, Founding Partner and Lead Advisor, and John Dodd, CFA, Chief Investment Officer. Each member brings extensive experience and expertise in wealth management, ensuring that our clients receive the highest level of personalized service.