Kulwicki Insights
Cut Through the Noise
Investing does not need to be overly complex. Cut through the noise with insights from experienced investment consultant, portfolio manager and wealth advisor Eric Kulwicki, CFA®, CFP®.
Recent Insights
Investment Strategies Update – Q3 2025
Market Update – Q3 2025
Outlook & Positioning – September 12, 2025
Wall Street Strategists Chasing Markets Again
Market Update – Q2 2025
Investment Strategies Update – Q2 2025
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.
Investment 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
Throughout my career in the financial industry, I’ve gained a significant amount of experience in investment research, portfolio management and working closely with financial advisors as an investment consultant.
I never needed to be the face of anything. I don’t have a big ego to feed. I’ve always preferred to be a team player and I’ve been on a number of successful teams.
Over the years, I realized that I needed to work more directly with clients to make sure the message I am trying to get across gets delivered correctly rather than solely relying on other financial professionals to deliver the message. I’ve witnessed too many investment mistakes from financial professionals that I felt that I needed to take action myself.
While I never thought I would need a website with my name in the title or my face all over the site, I do have a huge passion to help anyone that needs assistance on the investment and financial planning side of things. I needed a way to communicate my insights to my clients, family and friends in an efficient manner.
For these reasons I launched Kulwicki Insights and started to take on clients directly.