Balance Wealth Management Expands to U.S. Under Leadership of Gilad Slonim, CFP
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最新报道：Gilad Slonim, founder of Balance Wealth Management, is expanding his integrated financial services model to the U.S. in 2025 after nearly two decades developing a unified approach to retirement planning, insurance, and value investing. His firm combines pension management, cross-border investment strategies, and risk assessment under one roof, addressing the fragmentation many families face across multiple accounts. Slonim's methodology emphasizes education and long-term outcomes over product-based advice, with services traditionally reserved for wealthy families now available to broader households through coordinated planning and consolidated reporting.
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