Let’s build a financial partnership that honors your hard-earned success and the future you envision. At Equilibrium Wealth, we’re ready to guide you through the complexities of cross-border wealth management with personalized solutions tailored to your unique needs.
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.
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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.
