Wealth Management with a Worldview

We offer customized investment management and portfolio strategies together with planning, advisory, and referral services, to support our clients in achieving their financial goals.

 

We employ a collaborative process to fully understand your goals. Once the vision is clear, we design a plan for all areas of your financial life considering investments, taxes, estate planning, and insurance. Through ongoing discussions and reviews, we will help you navigate the challenges and opportunities that life brings; keeping you on track toward your financial goals. Our investment and wealth management strategies focus on providing a global solution that caters to your unique needs.
 

Once your portfolio is established, we ensure that your investments continue to be in line with your financial plan. We constantly monitor the investment environment and rebalance your portfolio as necessary.

Wealth Management Services Include:

  • Investment advisory

  • Asset Allocation

  • Portfolio Design

  • Multi-Generational Strategies

  • Financial Planning

  • Retirement Planning

  • Estate Planning

  • Insurance Services

  • Trustee Services

Investment advisory

Investment advice is not “one size fits all.”

Your background, assets, responsibilities, and objectives are unique as are our advice, planning, and strategies. Investment advises and portfolio management services are provided by Maimon Wealth Management Ltd, a licensed Portfolio Management Company.

Financial Planning

Our collaborative approach begins with active listening.

We utilize third-party financial planning software to produce a comprehensive financial plan, which provides us with the foundation for our recommendations.

Retirement planning

Our collaborative approach begins with active listening.

We utilize third-party financial planning software to produce a comprehensive financial plan, which provides us with the foundation for our recommendations.

Estate Planning

As part of our service, we offer an extensive referral network of qualified estate planning attorneys, from which we recommend those we believe will be the most appropriate for your situation.

Insurance Services

Included in our service, is an extensive referral network of qualified insurance advisors. We collaborate with the advisors to integrate the insurance solutions with your overall plan.

Trustee Services

For trust management and administrative needs, we can introduce you to relevant corporate or administrative trustees.

Initial Meeting
Strategy Meeting
Implementation
Progress, Reports and Meetings
Working with us

First, we listen.

Then we share.

Then we deploy.

Continually, we monitor and communicate.

We will gain an understanding of your background,            circumstances, and objectives to better understand and serve your needs.

We present and review your tailored Investment Policy and Service Statement.  We spend time to walk you through what we are doing and why.
We finalize the details and begin to implement your customized plan.
After 90 days, and then periodically, we will confer with you on the progress of your plan and make all necessary adjustments.
 

Let’s Talk!

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your circumstances, we’d be pleased to hear from you. Please be in touch.

Phone
Israel  

+972 72-215-8580

Phone  
US

+1-212-444-1578

Email
Address