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Richard Todd Will

Catalytic Wealth Management

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About Richard Todd Will

Richard Todd Will is a Certified Financial Planner™ with over 10 years of experience in the financial services industry. Richard is currently an Investment Advisor Representative with Catalytic Wealth Management, a firm that provides financial planning, portfolio management, and other advisory services to individuals, families, and charitable organizations. Richard is a Registered Investment Advisor (RIA) in Wyoming and Texas. Richard has a Series 65 license. Richard has extensive experience in developing personalized financial plans, managing investment portfolios, and helping clients achieve their financial goals. Richard is committed to providing his clients with the highest level of service and expertise.

Firm Information

Richard Will is currently registered with Catalytic Wealth Management. Catalytic Wealth Management, based in Cambridge, MA, is a wealth management firm specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisors. With approximately $2.1 billion in regulatory assets under management, they serve a client base of high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Catalytic Wealth Management

20 UNIVERSITY ROAD

CAMBRIDGE, MA 02138

$2.12B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Will’s Registration & Firm History

WY

09/29/2023 - Present

Catalytic Wealth Management (Jackson WY)

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Licenses & Designations

IA

Issued 03/27/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Todd Will.
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