Redefining The Path.

Marc, Ross, and Richard come from different backgrounds but share a foundation of hard work, integrity, and responsibility. With experience spanning leadership, operations, and decades in financial services, they built Catalyst Wealth Partners to replace product-driven advice with complete planning, radical integrity, and long-term mentorship.
Their mission is simple: not just to grow a firm, but to raise the standard for what financial guidance should be — personal, disciplined, and designed to help individuals and families move toward retirement with confidence, direction, and peace of mind.
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Marc Schramm

Founder And CEO
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Ross Phillips

Principal And Chief Investment Officer
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Richard Hudak

President

Helping You Feel Seen, Supported, And Secure.

At Catalyst Wealth Partners, we believe effective financial planning begins with a genuine connection. Our exceptional service is rooted in understanding who you are, honoring your values, and helping you create the life you want to live. As mentors and advocates, our goal is to empower you with confidence and clarity, helping you feel seen, supported, and secure as you build the life you envision.

Honest Guidance. Complete Plans.

At Catalyst Wealth Partners, we are committed to helping you find clarity for your future through mentorship and honest guidance. We offer individualized support and complete plans designed to help you protect what you’ve built and take control of your future. Through client-centric strategies, we strive to deliver meaningful services, including retirement planning, insurance, tax efficiency, wealth preservation, and investment strategies. As your life changes, you deserve to stay protected and build the future you’ve always dreamed of.