The New Integrated Planning Group at Catalyst Wealth Helps CPAs Grow Their Practices

    ATLANTA, GA, October 20, 2016 /24-7PressRelease/ -- The Integrated Planning Group at Catalyst Wealth Management, a team of specialized advisors focusing on helping CPAs engage their best clients, released its latest white paper titled The Evolving CPA Opportunity Among Affluent Clientele and Why the Old Ways Won't Cut It. As a part of the group's commitment to helping CPAs and their clients, the paper outlines a new integrated approach to how advisors and CPAs can work together to bring maximum value to the affluent.

"CPAs have long enjoyed the most trusted advisor status--and for good reason," says CERTIFIED FINANCIAL PLANNER Caleb Huftalin of Phoenix, AZ. "In the current environment, the demand for financial planning services never has been higher within the type of clientele CPAs already serve making available opportunities to solve unique problems and stand out like never before." The rich white paper reveals a number of landmark findings such as an IBIS World 2015 study that revealed personal financial planning is projected to grow two times faster than traditional accounting services. "We're making every effort to help CPAs consider their options and understand the optimal model to take advantage of this unique growth window," remarked Brian Pierce who heads up the team's Atlanta market.

The newly formed Integrated Planning Group, a division within the long established Catalyst Wealth Management, released the CPA-centric whitepaper as part of their new platform that focuses on helping CPAs solve problems for their highest value clients, offering new ways to address the affluent's priorities. Austin-based Wealth Advisor Jason Shuster comments, "a majority of affluent individuals prioritize Personal Financial Planning as being essential to financial success in business, and we believe that starts and ends with the CPA with our team aiding in a successful process making the CPA the hero."

The Evolving CPA Opportunity Among Affluent Clientele and Why the Old Ways Won't Cut It is immediately available for download at The Integrated Planning Group's CPA landing page.

About The Integrated Planning Group at Catalyst Wealth (www.ABetterModel.com)

Catalyst Wealth Management serves business owners, executives, and high net worth families across the country. As an independent firm, Catalyst has implemented an extensive array of personal and business planning strategies. The Integrated Planning Group works closely with CPA firms to improve their proactivity, increase client loyalty, and attract high value clients. Operating in the Atlanta, Phoenix, and Austin markets they are strategically positioned to help CPAs across the country with their best clients and their priorities.

Catalyst Wealth Management offers securities through Kalos Capital, Inc., Member FINRA/SIPC/MSRB and investment advisory services through Kalos Management, Inc., an SEC Registered Investment Advisor, both located at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Catalyst Wealth Management is neither an affiliate nor subsidiary of either Kalos Capital, Inc. or Kalos Management, Inc.

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