Eureka Wealth Management

Welcome to Eureka Wealth Management, a financial planning firm dedicated to helping business owners, families, and individuals achieve their financial goals. Based in Palm Springs and serving Los Angeles, San Francisco, and international clients, we specialize in retirement planning, tax and estate planning, small business guidance, net worth and cash flow management, and insurance strategies. We are committed to providing personalized and comprehensive financial advice, combining our extensive experience with cutting-edge technology and a deep understanding of the ever-changing market dynamics.

Our Founder - Matthew D. Davis, CFP, APMA

Eureka Wealth Management is led by Matthew D. Davis, a CERTIFIED FINANCIAL PLANNER practitioner and Accredited Portfolio Management Advisor. Matthew has 18 years of financial experience, assisting clients in various financial situations and creating tailored strategies that cater to their unique needs. He has worked at a prestigious financial firm for 10 years before founding Eureka Wealth Management in 2017. He is passionate about empowering his clients with the knowledge necessary for making well-informed financial decisions and is committed to providing dedicated service and unbiased advice.

Our Comprehensive Financial Services

*Retirement Planning*

Retirement planning can often feel overwhelming, with numerous questions about cash flow and how to increase net income. We facilitate a seamless transition into retirement, providing guidance on income, estate planning, and preparing for unforeseen circumstances. Our expertise allows clients to confidently embrace their retirement years, secure in the knowledge that they are well-prepared for the road ahead.

*Tax & Estate Planning*

Effective tax management strategy is essential, as many individuals unknowingly pay more than necessary to the IRS. At Eureka Wealth Management, we work closely with you and experienced attorneys to minimize your tax liability through strategies that include tax mitigation, charitable giving, and beneficiary planning.

*Small Business Services*

Running a small business can be all-consuming, and managing finances effectively is crucial. We help small business owners optimize their cash flow, minimize exposure to liabilities, and plan for retirement. We enable our clients to focus on their passion while delivering the necessary guidance and support for long-term success.

*Net Worth & Cash Flow Management*

Milestone events such as buying or selling a house may require careful financial coordination. We help create an efficient cash flow strategy for your daily life and provide a comprehensive approach to manage your net worth, allowing you the freedom to enjoy life and be prepared for unexpected financial challenges.

*Insurance Strategies*

Insurance may often be a challenging concept to grasp. We are licensed to provide counsel and advice on life, disability, long-term care, and health insurance. We assess clients' needs and offer solutions from a variety of esteemed providers. This empowers them to manage risk and protect themselves and their loved ones.

*Investment Strategies*

Our partnership with Betterment allows us to implement tailored investment strategies that prioritize our clients' risk tolerance and time horizon. We utilize low-cost, index funds and manage risk through cutting-edge asset allocation techniques for long-term success. Our semi-annual reviews and continuous support guarantee a highly responsive approach to fulfill your investment objectives.