Our goal is to provide you with the guidance that can help you understand and better define your financial objectives. We work hard to create a mutually beneficial and respectful long-term relationship with our individual and business owner clients, and their families.
About Catalina Wealth Management
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We specialize in creating an approach that is designed to address your individual situation. We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns.
T he esteemed American economist George Gilder once said, “Capitalism begins with giving. Not through greed, avarice or even self-love can one expect the rewards of commerce, but from a spirit closely akin to altruism, a regard for the need of others… Not taking and consuming, but giving, risking and creating are the characteristic roles of the capitalist.”
One of the biggest goals shared by all of Catalina Wealth Managements’ associates is to serve people from all walks of life in order to dramatically change their lives through comprehensive financial planning. The company was founded in order to better serve the client by providing appropriate and effective financial services. For instance, Catalina Wealth Management does not have a proprietary product, which is in the best interest of the consumer, because we do not report to a big corporation but instead to the client.
One of the principles of Catalina Wealth Management is constant education. Through quarterly conferences and due diligence meetings, we identify ways in which we can stay current and adapt to the changing market. We welcome change and are constantly looking for ways to advance our processes. Phones, TVs, and cars aren’t the same as they were 20 years ago, so why shouldn’t your investment plan be brought up to the twenty first century?
Today, Catalina Wealth Management is led by a number of knowledgeable associates dedicated to hard work, honesty, and the spirit of giving that inspired its creation. With more than 80 years of collective experience, we are able to effectively serve the needs of Southern Arizona. With simple techniques, personalized advisement, and frequent communication, we maintain high standards for ourselves and our clients. We look forward to seeing you walk through our doors!