We meet you where you are with personalized wealth management solutions that bridge borders. Our cross-border advisors support your financial journey whether you’re in the US, Israel, or anywhere in between.
We provide dedicated financial planning services to individuals and families throughout California. Our team brings cross-border wealth management solutions directly to you, helping you navigate investment complexities while building strategies that align with your values and long-term vision.
Our virtual capabilities allow us to connect with you regardless of your location or schedule. Through secure, convenient online meetings, we deliver the same attentive wealth management guidance and cross-border financial planning you’d receive in person whether you are in the US or Israel.
After submitting this form, we’ll schedule an introductory call to understand your unique financial situation and goals. In this conversation, we’ll listen to your needs and concerns while introducing Equilibrium Wealth’s tailored approach to cross-border financial planning. Together, we’ll explore how our partnership can bring balance and strategy to your financial journey.
45 Rockefeller Plaza
20th floor
New York, NY 10111
Jaffa Street 153/90
Jerusalem, Israel,
9434247
After submitting this form, we’ll schedule an introductory call to understand your unique financial situation and goals. In this conversation, we’ll listen to your needs and concerns while introducing Equilibrium Wealth’s tailored approach to cross-border financial planning. Together, we’ll explore how our partnership can bring balance and strategy to your financial journey.