Why Catalyst Investment Management?

If you’re like most Americans, you may not feel overly confident in your current retirement plan. You might find all the decisions you have to make regarding investments, portfolio diversification, taxes, cash flow, Social Security, and more overwhelming—to say the least.

How are you to know where to start, who to ask for advice, and whose recommendations you can rely on? Your situation is entirely unique, so you can’t just follow the same steps your parents did when it comes to portfolio management and retirement planning.

That’s where we come in.

Hi, we’re Catalyst Investment Management, and our aim is to provide you with financial peace of mind through market wisdom, integrity, and strong personal relationships. We strive to relentlessly champion your dreams and give you the tools you need to be successful financially by offering investment management, risk mitigation, financial planning, and retirement planning.

We’d like to welcome you to learn more about Our Services & Fees, Our Process, and How We Help before you make a decision. When you’re ready, we’re ready.

Financial Services

Our History

Kim and Nick worked together for many years at Charles Schwab and Co. Nick led the financial planning team and Kim was a key planner serving the Northern New England market. Together they helped create the foundation for the financial planning efforts of Charles Schwab that have grown and succeeded to this day.

Mission Statement

Our aim is to provide our clients with financial peace of mind through market wisdom, integrity and strong personal relationships.