With a laser focus on the personal complexities of your life, we design strategies that honor both your hard-earned success and the future you envision, whether you live in the US, Israel, or both.
For many of our clients, it’s more convenient to meet with their Equilibrium Wealth financial advisor on a remote basis. Whether they are in the US or Israel, or traveling in between, our clients prefer to delegate wealth management duties so things are done right, granting them the freedom to pursue the freedom they envision.
Total AUM as of December 31, 2024.
Equilibrium Wealth was founded in December 2020.
At Equilibrium Wealth, we don’t just manage numbers—we help you live your values, achieve your goals, and protect your legacy. Our clients are individuals and families who have achieved financial success and are seeking a life-long partnership to help guide them in their financial future.
We provide services to high-net-worth individuals and families who require sophisticated financial planning solutions to help them preserve and grow their wealth, optimize tax strategies, and achieve their long-term legacy goals.
Israeli global investors rely on our financial planning solutions to provide them with access to a broad range of international investments to capture global market opportunities while navigating cross-border complexities.
We help Israeli citizens with international financial interests navigate the complexities of cross-border wealth management. Our team's knowledge of both markets helps create a seamless financial experience as our clients move between Israel and the US.
We help expats face their unique financial planning challenges, from navigating complex tax systems to managing equity and fixed-income investment strategies across borders.
We support emerging wealth investors with financial planning strategies to build and grow their wealth, navigate investment opportunities, and lay a foundation for long-term financial security and success.
Our integrated wealth management process is based on our experience in navigating both local and international financial landscapes. Whether you are building wealth, nearing the end of a successful career, or focusing on multi-generational wealth planning, we can support your wealth management needs with an appropriate level of services and knowledge.
Achieve your lifetime
financial goals in
confidence.
A globally diversified portfolio of public and private investments tailored to your goals.
A charitable plan to maximize your impact on the causes that matter the most to you.
Navigate the complexities
of taxes in the US,
Israel or both.
Guidance on using commission free insurance solutions to manage risk.
Protect what matters
most and create a
meaningful legacy.
Supporting your family's wealth journey through a variety of activities including trustee service.
Learn more about our wealth management solutions in the US and Israel.
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.
