At Maimon Wealth, we are passionate about positioning our clients to meet their financial objectives.
Based on over 25 years of experience advising clients, we have developed clear methodologies on how to best structure and deliver customized wealth management services.
Our values encompass communication and services that are:
Our services are built on a foundation of disciplined and evidence-based guidance, designed to provide our clients with the confidence to focus on that which brings them the greatest joy and fulfillment. Investment advises and portfolio management services are provided by Maimon Wealth Management Ltd, a licensed Portfolio Management Company.
Ben Maimon - Founder and CEO
Ben began his career as an accountant and valuation consultant with Deloitte, where he developed a broad range of advisory and valuation skills. Ben then spent the next 12 years involved in analyzing securities and managing portfolios at leading US equity managers, including Oppenheimer Capital and Greenhaven Associates.
Ben moved to Israel in 2005 and joined Analyst IMS, a leading Israeli investment management firm.
There, he led the firm's international investment effort. From 2011-2015, Ben served as a Managing Director at KCPS Clarity PWM where he was a member of the firm’s investment and management committees. Since coming to Israel, Ben has worked extensively with Americans and other expats, with special attention to their often complex, cross-jurisdictional considerations. Ben lives in Ra’anana with his wife and four children.
Ben is a licensed Portfolio Manager, with a BS in Accounting from Yeshiva University, and an MBA in International Finance from New York University.