This website is a publication of Equilibrium Wealth, which is comprised of two registered entities – Equilibrium Wealth LLC (US), a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) that services clients in the United States and Equilibrium Wealth LTD (Israel), a registered investment advisor with the Israel Securities Authority (“ISA”), the national securities regulator in Israel that services clients in Israel. Equilibrium Wealth only conducts business in jurisdictions where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours.
All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed specific benchmarks. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.
Equilibrium Wealth LLC (“Equilibrium Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of New York. Equilibrium Wealth provides investment advisory and related services for clients nationally. Equilibrium Wealth will maintain all applicable registration and licenses as required by the various states in which Equilibrium Wealth conducts business, as applicable. Equilibrium Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at https://eqlwealth.com (“Website”) or any of the information or services provided by Equilibrium Wealth LLC (collectively “Equilibrium Wealth, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Equilibrium Wealth in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Equilibrium Wealth reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on February 4, 2021.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Equilibrium Wealth and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Equilibrium Wealth does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Equilibrium Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Equilibrium Wealth will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client, and the Form ADV Part 3 (Client Relationship Summary or Form CRS). You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may contact us to request a free copy via .pdf or hardcopy.
Equilibrium Wealth is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.
Equilibrium Wealth does not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to “do not track” requests. While we do not track you over time or across third party websites to provide targeted advertising, we may track you across our website to help us improve our content.
We may use “cookies” and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.
When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.
For a copy of the Equilibrium Wealth Privacy Policy, please click here.
Equilibrium Wealth often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Equilibrium Wealth makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Equilibrium Wealth private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Equilibrium Wealth does not accept trading or money movement instructions via email.
As a registered investment advisor, Equilibrium Wealth emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Equilibrium Wealth or the securities regulators.
If you have received an email from Equilibrium Wealth in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please contact us.
Equilibrium Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. Equilibrium Wealth considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Equilibrium Wealth generally retains copies of information that Equilibrium Wealth or third parties may contribute to such sites. This information is subject to review and inspection by the CCO of Equilibrium Wealth or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Equilibrium Wealth’s advisory persons after entering into an advisory agreement and provided Equilibrium Wealth with all requested background and account information.
If you have any questions regarding our policies, please contact us.
Messaging Frequency
Messaging frequency may vary from 10 to 20 messages annually.
Potential Fees
Message and data rates may apply.
Opt-in and Opt-out Methods
To opt in to Equilibrium Wealth send a message to the phone number listed on this website. To opt out from Equilibrium Wealth at any time reply STOP to our messages.
Link to Privacy Policy
Privacy Policy
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.