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Please ensure Javascript is enabled for purposes of website accessibility [1]Skip to content * [2]Who We Help + [3]Individuals and Families + [4]Israeli Global Investors + [5]Israeli Cross-Border Investors + [6]US Expats + [7]Emerging Wealth * [8]Services + [9]Lifetime Planning + [10]Investment Management + [11]Aspirational Planning + [12]Tax Strategies + [13]Insurance Solutions + [14]Estate Planning + [15]Family CFO * [16]About Us + [17]Our Team + [18]Service Locations o [19]New York City o [20]Jerusalem o [21]California o [22]Meet Virtually * [23]Insights * [24]Contact Us * [25]Client Login * [26]Who We Help + [27]Individuals and Families + [28]Israeli Global Investors + [29]Israeli Cross-Border Investors + [30]US Expats + [31]Emerging Wealth * [32]Services + [33]Lifetime Planning + [34]Investment Management + [35]Aspirational Planning + [36]Tax Strategies + [37]Insurance Solutions + [38]Estate Planning + [39]Family CFO * [40]About Us + [41]Our Team + [42]Service Locations o [43]New York City o [44]Jerusalem o [45]California o [46]Meet Virtually * [47]Insights * [48]Contact Us * [49]Client Login * [50]Client Login * [51](212) 321-0428 * [52]Email Us (BUTTON) * Who We Help (BUTTON) Close Who We Help Open Who We Help Serving Clients with Complex Wealth Management Needs [53]Individuals and Families [54] Israeli Global Investors [55] Israeli Cross-Border [56] US Expats [57] Emerging Wealth * [58]Services (BUTTON) Close Services Open Services Cross-Border Private Wealth Management Services [59]Lifetime Planning [60] Investment Management [61] Family CFO [62] Insurance Solutions [63]Tax Strategies [64] Aspirational Planning [65] Estate Planning [66] All Services * [67]About Us (BUTTON) Close About Us Open About Us A Global View with Your Vision at the Center [68]About Us Learn more about Equilibrium and how we help you make the most of your wealth. [69]Our Team Meet the team of dedicated advisors behind Equilibrium Wealth. [70]Service Locations Serving clients in New York, Northern New Jersey, Jerusalem, California, and virtually. * [71]Insights * [72]Contact Us [73]Get Started Your Financial Partners At Equilibrium Wealth, our dedicated advisors bring decades of experience in cross-border wealth management between the US and Israel. We design personalized strategies that honor your hard-earned success and the future you envision, guiding you through life's financial complexities with care. [74]Get Started Meet Our Team Equilibrium's Wealth Management Team Our team combines deep knowledge of US-Israeli financial landscapes with a commitment to highly personalized service. With backgrounds spanning institutional finance and cross-border planning, we collaborate closely with you to navigate complex wealth management needs while creating tailored solutions that align with your values and goals. [75]Get Started [76] Aaron Frolich, CFP� Wealth Advisor [77] Zachary Lubat Chief Operations Officer [78] Asaph Elan Wealth Advisor [79] Mark Herskovitz Wealth Advisor [80] Josh Rabinowitz Wealth Advisor [81] David Rabinowitz Founder and Lead Advisor Take the First Step With Equilibrium 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. * [82]Email Us * [83]Call Us First Name _ Last Name _ Email _ Phone _ Your Client Type [US Expat_______________] Investable Assets [$500k - $2M (or $500k in household income)] Any additional information you'd like to share? ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ _ (BUTTON) Submit Your Financial Success, Elevated [84]New York 45 Rockefeller Plaza, 20th floor New York, NY 10111 [85]Jerusalem Jaffa Street 153/90 Jerusalem, Israel 9434247 [86]Services * [87]Lifetime Planning * [88]Investment Management * [89]Aspirational Planning * [90]Tax Strategies * [91]Insurance Solutions * [92]Estate Planning * [93]Family CFO [94]Who We Serve * [95]Individuals and Families * [96]Israeli Global Investors * [97]Israeli Cross-Border * [98]US Expats * [99]Emerging Wealth Legal * [100]Form CRS * [101]Important Disclosures * [102]Privacy Policy * [103]Accessibility Statement * [104]Sitemap [105]Get in Touch * [106][email protected] * [107](212) 321-0428 * [108]Connect on LinkedIn [109]Get Started Get Started With Equilibrium 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. First Name _ Last Name _ Email _ Phone _ What stage of wealth are you in? [Building Wealth_____________] Investable Assets [$500k - $2M______] Any additional information you'd like to share? ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ _ (BUTTON) Submit Coming Soon Please note: This website is under construction and is not meant to be viewed by the general public, nor is any warrant or solicitation being made to that effect. 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. References Visible links: 1. https://eqlwealth.com/about-fee-only-advisor/investment-wealth-management-team/#content 2. https://eqlwealth.com/clients/ 3. https://eqlwealth.com/clients/individuals-families/ 4. https://eqlwealth.com/clients/israeli-global-investors/ 5. https://eqlwealth.com/clients/israeli-cross-border-investors/ 6. https://eqlwealth.com/clients/us-expats/ 7. https://eqlwealth.com/clients/emerging-wealth/ 8. https://eqlwealth.com/private-wealth-management-services/ 9. https://eqlwealth.com/private-wealth-management-services/lifetime-planning/ 10. https://eqlwealth.com/private-wealth-management-services/investment-management/ 11. https://eqlwealth.com/private-wealth-management-services/aspirational-planning/ 12. https://eqlwealth.com/private-wealth-management-services/tax-strategies/ 13. https://eqlwealth.com/private-wealth-management-services/insurance-solutions/ 14. https://eqlwealth.com/private-wealth-management-services/estate-planning/ 15. https://eqlwealth.com/private-wealth-management-services/family-cfo/ 16. https://eqlwealth.com/about-fee-only-advisor/ 17. https://eqlwealth.com/about-fee-only-advisor/investment-wealth-management-team/ 18. https://eqlwealth.com/about-fee-only-advisor/locations/ 19. https://eqlwealth.com/about-fee-only-advisor/locations/new-york-city-financial-advisors/ 20. https://eqlwealth.com/about-fee-only-advisor/locations/jerusalem-us-financial-advisor/ 21. https://eqlwealth.com/about-fee-only-advisor/locations/california/ 22. https://eqlwealth.com/about-fee-only-advisor/locations/international-virtual-financial-advisors/ 23. https://eqlwealth.com/insights/ 24. https://eqlwealth.com/contact-schedule-consultation/ 25. https://app.rightcapital.com/account/login?cobrand=H4Y0KY6SQQ8laSH1lfXwkw&type=client 26. https://eqlwealth.com/clients/ 27. https://eqlwealth.com/clients/individuals-families/ 28. https://eqlwealth.com/clients/israeli-global-investors/ 29. https://eqlwealth.com/clients/israeli-cross-border-investors/ 30. https://eqlwealth.com/clients/us-expats/ 31. https://eqlwealth.com/clients/emerging-wealth/ 32. https://eqlwealth.com/private-wealth-management-services/ 33. https://eqlwealth.com/private-wealth-management-services/lifetime-planning/ 34. https://eqlwealth.com/private-wealth-management-services/investment-management/ 35. https://eqlwealth.com/private-wealth-management-services/aspirational-planning/ 36. https://eqlwealth.com/private-wealth-management-services/tax-strategies/ 37. https://eqlwealth.com/private-wealth-management-services/insurance-solutions/ 38. https://eqlwealth.com/private-wealth-management-services/estate-planning/ 39. https://eqlwealth.com/private-wealth-management-services/family-cfo/ 40. https://eqlwealth.com/about-fee-only-advisor/ 41. https://eqlwealth.com/about-fee-only-advisor/investment-wealth-management-team/ 42. https://eqlwealth.com/about-fee-only-advisor/locations/ 43. https://eqlwealth.com/about-fee-only-advisor/locations/new-york-city-financial-advisors/ 44. https://eqlwealth.com/about-fee-only-advisor/locations/jerusalem-us-financial-advisor/ 45. https://eqlwealth.com/about-fee-only-advisor/locations/california/ 46. https://eqlwealth.com/about-fee-only-advisor/locations/international-virtual-financial-advisors/ 47. https://eqlwealth.com/insights/ 48. https://eqlwealth.com/contact-schedule-consultation/ 49. https://app.rightcapital.com/account/login?cobrand=H4Y0KY6SQQ8laSH1lfXwkw&type=client 50. https://app.rightcapital.com/account/login?cobrand=H4Y0KY6SQQ8laSH1lfXwkw&type=client 51. tel:+12123210428 52. mailto:[email protected] 53. https://eqlwealth.com/clients/individuals-families/ 54. https://eqlwealth.com/clients/israeli-global-investors/ 55. https://eqlwealth.com/clients/israeli-cross-border-investors/ 56. https://eqlwealth.com/clients/us-expats/ 57. https://eqlwealth.com/clients/emerging-wealth/ 58. https://eqlwealth.com/private-wealth-management-services/ 59. https://eqlwealth.com/private-wealth-management-services/lifetime-planning/ 60. https://eqlwealth.com/private-wealth-management-services/investment-management/ 61. https://eqlwealth.com/private-wealth-management-services/family-cfo/ 62. https://eqlwealth.com/private-wealth-management-services/insurance-solutions/ 63. https://eqlwealth.com/private-wealth-management-services/tax-strategies/ 64. https://eqlwealth.com/private-wealth-management-services/aspirational-planning/ 65. https://eqlwealth.com/private-wealth-management-services/estate-planning/ 66. https://eqlwealth.com/private-wealth-management-services/ 67. https://eqlwealth.com/about-fee-only-advisor/ 68. https://eqlwealth.com/about-fee-only-advisor/ 69. https://eqlwealth.com/about-fee-only-advisor/investment-wealth-management-team/ 70. https://eqlwealth.com/about-fee-only-advisor/locations/ 71. https://eqlwealth.com/insights/ 72. https://eqlwealth.com/contact-schedule-consultation/ 73. https://eqlwealth.com/about-fee-only-advisor/investment-wealth-management-team/#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjIwNTIiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D 74. https://eqlwealth.com/about-fee-only-advisor/investment-wealth-management-team/#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjIwNTIiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D 75. https://eqlwealth.com/about-fee-only-advisor/investment-wealth-management-team/#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjIwNTIiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D 76. https://eqlwealth.com/team/aaron-frolich-cfp/ 77. https://eqlwealth.com/team/zachary-lubat/ 78. https://eqlwealth.com/team/asaph-elan/ 79. https://eqlwealth.com/team/mark-herskovitz/ 80. https://eqlwealth.com/team/josh-rabinowitz/ 81. https://eqlwealth.com/team/david-rabinowitz/ 82. mailto:[email protected] 83. tel:2123210428 84. https://eqlwealth.com/about-fee-only-advisor/locations/new-york-city-financial-advisors/ 85. https://eqlwealth.com/about-fee-only-advisor/locations/jerusalem-us-financial-advisor/ 86. https://eqlwealth.com/private-wealth-management-services/ 87. https://eqlwealth.com/private-wealth-management-services/lifetime-planning/ 88. https://eqlwealth.com/private-wealth-management-services/investment-management/ 89. https://eqlwealth.com/private-wealth-management-services/aspirational-planning/ 90. https://eqlwealth.com/private-wealth-management-services/tax-strategies/ 91. https://eqlwealth.com/private-wealth-management-services/insurance-solutions/ 92. https://eqlwealth.com/private-wealth-management-services/estate-planning/ 93. https://eqlwealth.com/private-wealth-management-services/family-cfo/ 94. https://eqlwealth.com/clients/ 95. https://eqlwealth.com/clients/individuals-families/ 96. https://eqlwealth.com/clients/israeli-global-investors/ 97. https://eqlwealth.com/clients/israeli-cross-border-investors/ 98. https://eqlwealth.com/clients/us-expats/ 99. https://eqlwealth.com/clients/emerging-wealth/ 100. https://eqlwealth.com/wp-content/uploads/2024/11/FormCRS_EquilibriumWealth_20220222.pdf 101. https://eqlwealth.com/important-disclosures/ 102. https://eqlwealth.com/privacy-policy/ 103. https://eqlwealth.com/accessibility-statement/ 104. https://eqlwealth.com/sitemap/ 105. https://eqlwealth.com/about-fee-only-advisor/locations/new-york-city-financial-advisors/ 106. mailto:[email protected] 107. tel:+12123210428 108. https://www.linkedin.com/company/equilibrium-wealth 109. https://eqlwealth.com/about-fee-only-advisor/investment-wealth-management-team/#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjIwNTIiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D Hidden links: 111. https://eqlwealth.com/ 112. https://eqlwealth.com/

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