Investment Insights From Eric Kulwicki CFA®, CFP®
Investing doesn’t need to be overly complex. Cut through the noise with insights from experienced investment consultant, portfolio manager and wealth advisor Eric Kulwicki, CFA®, CFP®.
INVESTMENT INSIGHTS & OPINIONS
Investment Consulting and Wealth Management Services
Driven by my passion for investing and investment education, my career has focused on three areas: investment consulting, portfolio management and wealth management. My independence and experience have allowed me to support my clients with various investment needs by helping to align investment philosophies with execution best practices.
Investment Consulting for Wealth Management Firms
As an investment consultant to wealth management firms, I bring institutional-level investment process and discipline, helping to create structure without bureaucracy. With over 20 years of investment experience, my clients gain significant leverage by utilizing me to enhance their own investment offerings.
I support wealth management firms by providing investment guidance and solutions that allow firms to implement their own investment strategies on their own platform and for their own clients. I act as a true partner for my clients, helping with investment strategy, portfolio management, investment research and technology support.
Wealth Management Services
As a member of the Horizent team at Intrua Financial, my team and I combine deep investment expertise with comprehensive financial planning support to serve our clients. Through personalized advice and thoughtful strategies, we help individuals, families, and businesses build, protect, and enjoy their wealth with confidence.
By aligning financial planning, investment management, and estate strategies with each client’s unique goals, we create lasting impact, empowering them to thrive today while securing a strong foundation for future generations. Leveraging advanced tools and technology, we provide clients with clear visibility into their financial picture and progress toward goals.
Empowering Investors Through Education
Investment education is essential for individuals to make informed financial decisions in an increasingly complex market environment. It empowers investors to understand risk, evaluate opportunities, and align strategies with long-term goals. Without it, people are more vulnerable to costly mistakes, emotional decisions, and missed opportunities for building wealth.
Online Investment Courses
As an investment consultant and wealth advisor with over 20 years of experience, I help educate clients on many different aspects of investing. Since I can’t work with everyone all the time, I created online investment courses that anyone can access and learn from me on their own time.
There are a ton of resources out there that can provide very detailed information on the topics I address in my investment courses. With the prevalence of artificial intelligence, you can learn from various AI platforms as well. The challenge is knowing where to start and what is actually pertinent when investing.
Most people don’t need the nitty gritty. The biggest difference with the education that I provide is that it is a bit more concise and can be more practical to use for the average investor. These courses can also help those working with a wealth advisor and to make sure their advisor is adequate on these topics.
About Me
Eric is a member of the Larson Financial investment committee and provides private wealth management services through Intrua Financial.
A passionate advocate for financial literacy, Eric also develops multimedia educational courses and market insights designed to demystify complex investment concepts for individual investors.
Prior to his current roles, Eric served as a Senior Portfolio Analyst and Vice President at Robert W. Baird, and previously as a Mutual Fund Specialist at U.S. Bancorp Fund Services.
He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Eric earned his Master of Business Administration with a specialization in Finance from Marquette University, graduating with honors, and holds a Bachelor of Business Administration from the University of Wisconsin–Madison.