Financial Planning for US Expats
At Eureka Wealth Management, I specialize in helping individuals maximize their US assets, whether they're planning for retirement or managing their finances from abroad. I offer global financial and retirement planning services to help you achieve your financial goals, no matter where you are in the world.
We are currently offering limited services to European residents who are self-employed and have US-sourced income. Please note that we may be able to provide assistance on a case by case basis. For more information, please do not hesitate to contact us.
Build your financial future
Wealth management can be a valuable resource for expats looking to manage their finances. With expertise in cash flow management, multicurrency savings, retirement planning, insurance advice, and tax strategy coordination, a wealth manager can help expats navigate the complexities of financial planning while living abroad. By working with a wealth manager, expats can feel confident in their financial future and focus on enjoying their time abroad.
Services
Full wealth management services and comprehensive financial planning are designed to help individuals and families achieve their financial goals. These services typically include investment management, tax planning, estate planning, risk management, and retirement planning. With the help of a professional financial advisor, clients can create a customized plan that takes into account their unique circumstances and objectives. Whether you are located in the United States or anywhere else in the world, you can benefit from these services and achieve financial peace of mind.
Net worth & cash flow
Analyzing net worth and cash flow is crucial understanding your finances. It helps you make informed decisions about your future and maximize your resources for retirement. Let us help you achieve financial success.
Investments
Investment management can be a daunting task, but with our expertise, you can rest assured that your portfolio is in good hands. We utilize diversification and ETFs to optimize your returns while minimizing risk. At Eureka Wealth Management, we charge a flat, transparent fee structure that is deducted directly from your portfolio and do not charge commissions. This ensures that our interests are aligned with yours and receive the best possible service.
Insurance
I help analyze life, disability, health and long-term care insurance. I also provide advice on using insurance for a wealth accumulation strategy. I may also be able to assist in sourcing coverage while overseas.
Take your First Step
Before we schedule an initial consultation via Google Meet, please email me with your location details. Once I receive your email, I'll invite you to schedule a meeting with me. During our first meeting, we'll discuss your short and long-term goals, as well as your top financial priorities. We'll also define the scope of our engagement, meeting frequency, and pricing. This meeting is free of charge and gives us the opportunity to get to know other and determine how I can assist you.
About Me
Matthew D. Davis, CFP®, APMA®
Financial Advisor / Owner
As a financial services professional with over 20 years of experience, bring a wealth of knowledge and expertise to the table. My CFP certification and international experience living in Japan and the Czech Republic have given me a unique perspective on the industry and the world. With extensive travel and international exposure, I am equipped with the skills and insights necessary to navigate the complexities of the global marketplace. A CFP (Certified Financial Planner) certification is a professional designation that demonstrates a high level of competency, ethics, and professionalism in the financial planning industry. It can help feel confident in their financial decisions and provide them with peace of mind knowing that their financial future is in good hands.
