Wealth Management

This is the largest and fastest growing sector of our client base. Personal wealth management coupled with comprehensive financial planning is the core of our business. Every client is unique and we take the time to learn their needs and build them an effective and personalized portfolio.    

Financial Planning

Our business clients give us the greatest opportunity to showcase our services. Think of the solar system, and replace the sun with your business. Now each orbiting planet would be one of our services whether it be corporate asset management, a corporate retirement plan or simply wealth management for the business owners themselves.

Corporate Retirement Plans

Every successful business needs to have a successful retirement plan. Retirement plans help with employee satisfaction and employee retention, and can offer a range of benefits to the business owners and key executives. If it's something more complex you're looking for, we can help with the management of a defined benefit plan, a non-qualified plan or a handful of other unique options. 
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There are no warranties implied. Catalina Capital Group  (“RIA Firm”) is a registered investment adviser located in Torrance, CA. Catalina Capital Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Catalina Capital Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Catalina Capital Group’s web site on the Internet should not be construed by any consumer and/or prospective client as Catalina Capital Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Catalina Capital Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Catalina Capital Group, please contact the state securities regulators for those states in which Catalina Capital Group maintains a registration filing. A copy of Catalina Capital Group’s current written disclosure statement discussing Catalina Capital Group’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Catalina Capital Group upon written request. Catalina Capital Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Catalina Capital Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.