Our solutions are tailored to your specific personal or small business needs.
We specialize in thematic and impact investing. In addition to creating and managing low-cost, risk-adjusted, diversified automated core portfolios for the clients, we also provide customized portfolios based on your values and passions.
Based on the concept of generating a measurable, beneficial social or environmental impact alongside a financial return.
We can help manage accounts that were traditionally off-limits to advisors because they were held away from advisor custodied accounts, such as 401(k) Plans, 529 Plans, and HSAs.
When it comes to assets outside of traditional stocks and bonds, such as private equity, private debt, real estate, hedge funds, and more, we can help find the right fit, recommend, and source the investments, while usually lowering the fees and the minimums.
Our holistic approach takes your entire financial picture and aligns your specific goals with plans to achieve them, and then keeps track of them in real time and offers corrective actions if needed.
As typically the biggest financial goal, it requires a detailed long-term plan that’s never too early to start.
Whether for your children, grandchildren or for yourself, the right plan for education with its sheer costs and ever-changing rules could save you a lot of time and money.
As a financial safety net, these can help you and your loved ones recover after something unexpected happens.
While it is often put away, this tool is essential to help your family stay in the best financial condition if something happens to you, as well as to secure your legacy.
Whether you have significant capital gains or large single transactions, have real estate investments or a business, or incorporating estate planning and philanthropy, this is a critical process that helps you achieve your goals with the maximum tax advantage.
Small businesses are the main engine of the US economy. You’ve put your blood, sweat and tears into your business. You’re the subject matter expert in your field. But no one knows everything. Do you have the right financial partner to help you keep the most of your hard-earned income?
Every business is unique, and every situation is different. At Eureka Wealth Solutions, we pride ourselves on looking at the overall picture and being able to provide individual, customized solutions. Most business owners discount the impact of potential savings available to them, and nearly all are only aware of the tip of the iceberg of possibilities that could help their businesses and employees. We can help with many typical business needs.
For you, your children, your employees, and your employees’ children.
overall business financial analysis and tax savings opportunities. Some examples of these strategies are:
Our in-house expertise is significantly enhanced by deep partnerships with experts in their specialized fields. Unfortunately, some customized solutions may require customized fees, especially where third parties’ expertise is needed. Depending on your needs, we will explain how pricing works, but rest assured, you will only pay for what you need, and the consultation is always free.
Do you have questions about your finances?
Do you want investments that reflect your values?
Don’t want to spend a fortune?
Whether you like to talk to an advisor or do it all online, we’ve got you covered. Our pricing is competitive and very straightforward – no hidden costs.
Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you. And as your fiduciary, we’ll cover all your financial needs beyond investing as well, to help you achieve your goals.Get Started