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Our Solutions

Our solutions are tailored to your specific personal or small business needs.

Solutions for Individuals

Investment Management

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.

Impact Investing

Based on the concept of generating a measurable, beneficial social or environmental impact alongside a financial return.

Held Away Accounts

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.

Alternative Investments

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.

Financial Planning

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.

Retirement Planning

As typically the biggest financial goal, it requires a detailed long-term plan that’s never too early to start.

College Planning

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.

Insurance Products

As a financial safety net, these can help you and your loved ones recover after something unexpected happens.

Estate Planning

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.

Tax Planning

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.

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Solutions for Businesses

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.

Funding for your business

Franchising opportunities – expanding or investing

Educational Savings Benefits

For you, your children, your employees, and your employees’ children.

Tax Planning

overall business financial analysis and tax savings opportunities. Some examples of these strategies are:

  • Captive Insurance – A privately held insurance company that provides increased risk assurance to a client’s business. Business owners pay their own Captive Insurance company a tax-deductible premium every year.
  • Section 127 & Section 132 Education Assistance Program – Provides tax-free tuition assistance, tuition reimbursement, and/or student loan repayments to small business employees.
  • Qualified Business Income deduction (QBI) – a tax deduction that allows eligible self-employed and small-business owners to deduct up to 20% of their qualified business income on their taxes, based on lower income and for specified services business.

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.

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Help Me Succeed

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.

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