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.
Equilibrium Wealth provides professional guidance to investors building wealth to create an actionable financial plan. We then proactively implement wealth management solutions to help young professionals build a strong financial foundation that supports their aspirations while protecting against life’s uncertainties.
We help investors in the emerging wealth category build an investment management strategy that includes a diversified portfolio focused on long-term growth and utilize techniques like tax-loss harvesting, to maximize returns. We provide guidance on contributing to tax-advantaged accounts like 401(k)s and IRAs and managing bonuses, stock options, or side income to help make sure that liabilities are minimized, and financial goals are prioritized.
Our integrated wealth management process is based on our experience in navigating both local and international financial landscapes. With our deep investment management, estate planning, and tax strategy knowledge, we provide an encompassing suite of services to meet the lifetime planning needs of individuals and families in both the US and Israel. For select clients, our family office approach allows us to provide integrated services to meet more complex financial needs.
If you are interested in exploring a relationship with Equilibrium Wealth, we offer a complimentary Initial Consultation with one of our experienced and credentialed professionals. During our initial meeting, we’ll explore your current financial life and your vision for the future. We’ll come away with an understanding of whether we can work together to support your unique financial planning needs.
As we work on your financial plan, we will consider the opportunities (and weaknesses) in your current approach to wealth management and strategize to find the best ways to align and optimize your resources to support your goals. In developing your financial plan, we typically meet with clients through a series of meetings. Once your financial plan is completed, we will schedule a meeting to review investment strategy options.
We will meet with you periodically to review the status of your financial plan to help make sure that your financial strategy stays aligned with your evolving goals and life circumstances. Changes in income, market conditions, or personal lifestyle can all impact your financial outlook. Our progress meetings also provide an opportunity to address any concerns and help you take advantage of new opportunities to grow and protect your wealth.
Client Profile:
Challenges: Ethan and Sarah have excelled professionally but now need to translate their financial success into a strategic plan for starting a family, purchasing a home, and maintaining their retirement trajectory—all while achieving better work/life balance.
How we helped:Â We developed an actionable financial plan for the next 5-10 years by…
Results: The Levins now have realistic expectations and actionable strategies for achieving their major life milestones while maintaining financial security and the flexibility to enjoy their journey together.
As Ethan and Sarah take these exciting next steps, our team remains by their side, ready to adapt their plan as their family grows and dreams evolve!
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.