Supporting Actionable Growth
If you are a high-earning individual or couple, you have put yourself on the path to financial success. Yet the advisors you most want to work with won’t give you the time of day until you have accumulated substantial assets. We believe in you now and know you can benefit from our experience having worked with our many self-made clients.Â
Getting to where you want to go requires a financial plan that is at once realistic and challenging. It must incorporate an investment plan that integrates your near-term and long-term goals and utilizes sophisticated techniques and investment products to maximize returns. In addition, we will guide you in selecting employee benefits, purchasing the right insurance products, tax planning, maximizing contributions to your retirement accounts and managing bonuses and stock options.Â
Customized Solutions for Unique Circumstances
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.
Initial Consultation
Take advantage of a complimentary Initial Consultation with one of our experienced and credentialed professionals. We’d like to hear about your aspirations for the future and your current financial situation. We’d love to share with you how we work with our clients. The objective is to make sure our working together is the best way for you to meet your unique financial goals. Â
Plan and Implement
A good financial plan is the product of many hours of assembling and analyzing the details of your financial life – goals, time horizon, risk tolerance, investment assets, business assets, insurance coverage, tax situation, and estate considerations. The plan we create for you is detailed and comprehensive and includes: a summary of your goals, cash flow projections, an investment plan, insurance recommendations, tax strategy and estate planning guidance. We will solicit your input throughout the plan creation process and your formal approval before it is implemented.Â
Monitor and Update
We regularly contact you with progress reports and to stay on top of changes in your circumstances and goals. These interactions can be regularly scheduled or ad hoc based on your preferences. We are always here to respond to your questions, but often it will be us contacting you with a new insight that applies to your situation.Â
A Foundation for Long-Term Financial Success
Successful young professionals face unique opportunities and challenges in building lifetime wealth. Here is an example of how we can help.Â
Meet the Levins
Client Profile:
- Names: Ethan and Sarah Levin
- Ages: Early to mid-30s
- Occupations: Successful young professionals
- Financial situation: Strong income, 8+ years of career focus, ready for major life transitions
Challenges: Ethan and Sarah have excelled professionally but now need to translate their initial success into a long-term 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…
- Analyzing their life milestones: Identifying key goals including home purchase and starting a family
- Assessing income impact: Calculating how children might affect their earnings and cash flow
- Optimizing existing assets:Â Reviewing employer benefits and current investments
- Creating balanced allocations: Structuring funds for immediate goals (home), mid-term needs (family), and long-term security (retirement)
- Building in lifestyle considerations:Â Incorporating vacation funds to support their work/life balance goals
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, tracking their progress and updating their plan as their family grows and their circumstances and goals evolve.
(Illustrative example based on composite client profiles that represent situations we commonly encounter.)
Take the First Step With Equilibrium
Please submit this form and we’ll schedule an introductory call to understand your unique financial situation and goals. We’ll listen to your needs and concerns and explain Equilibrium Wealth’s tailored approach to wealth management in the US and Israel. Together, we’ll explore how our partnership can bring balance and direction to your financial journey.