Catt Wealth Consulting (CWC) is a financial services firm based in Matthews, North Carolina, serving people who want to give their money purpose and connect financial decisions with personal goals. The firm works with governmental employees, private-sector employees, and socially conscious investors seeking investments aligned with their values. Its approach begins with a conversation: advisers listen to each client’s circumstances, priorities, and ambitions before developing a tailored financial strategy.

CWC offers an assessment of a client’s current financial position and creates a plan intended to help move them toward their goals. The firm emphasizes personal guidance, helping clients consider how money management can support the choices they hope to make for themselves and their families. Its website also features educational briefings on common financial topics, a “Knack” section that shares practical lessons drawn from experience, and information about the team and its expertise.

Securities and advisory services are offered through LPL Financial. CWC notes that investment professionals may serve clients only in states where they are properly registered or licensed.