By Spencer Hulse
Your retirement plan sits in one account, your life insurance in another, and your investments are scattered across various apps and advisers. When markets turn volatile, it can feel like juggling knives.
Gilad Slonim has spent nearly twenty years developing an integrated approach that brings pensions, retirement planning, insurance, and disciplined value investing under one roof.
This profile follows his path from a Jerusalem family agency to founding Balance Wealth Management and launching its U.S. arm in 2025, showing how his background and philosophy shape his work today.
How Gilad Slonim Started in Financial Services
Slonim began his career in 2005 at his father’s Jerusalem-based insurance agency. After earning a bachelor’s degree in Insurance from Netanya Academic College and securing licensure as a Pension and General Insurance Agent through the Israeli Ministry of Finance, he guided households through pensions, life and health coverage, and retirement planning.
By 2010, he was directing life, pension, and health insurance at the firm, and in 2014, he became CEO, leading a team of 17. Those years revealed a persistent problem. Families were being served piecemeal. Insurance, retirement, and investing were handled separately, and advice was often tied to products rather than long-term outcomes. This insight became the foundation of his next chapter.
Building Balance on Principles
In 2018, Slonim launched Balance – Planning a Better Financial Future to offer an integrated model of family financial management. The firm provides retirement planning, pension portfolio management, cross-border investment strategy, and risk management, anchored in disciplined value investing.
Education is also central. Since 2023, he has co-hosted the Hebrew-language podcast Investing with Value with colleague Yoav Zelikovich, sharing evidence-based investing principles with tens of thousands of listeners. His earlier leadership at Epoch Times Israel reinforced his conviction that clear information enables people to make better decisions.
Expanding Balance into the United States
In 2025, Slonim launched Balance Family Wealth Management in the United States. Many families have ties to both Israel and the U.S., facing two regulatory systems and two tax regimes. His goal is to offer them a consistent, transparent way to manage retirement accounts, pensions, and intergenerational wealth on both sides of the ocean.
“Our role is to preserve wealth, avoid unnecessary risks, and find sustainable ways to maintain and grow it across generations,” he says. This approach also reflects a broader trend: cross-border financial planning is becoming essential for internationally active families.
Lessons from a Diverse Background
Slonim’s methods draw on disciplines learned outside finance. His military service in the Israel Defense Forces’ Artillery Corps, combined with earlier work in education and youth programs, provided him with firsthand knowledge of how financial stress affects real lives. These experiences shaped his steady leadership style and his focus on risk assessment.
This perspective guides how Balance Wealth Management structures portfolios and counsels families. Advisers are trained to view clients’ situations as interconnected systems rather than isolated accounts.
What He Contributes to the Industry Today
Gilad Slonim leads Balance Wealth Management within the Balance Group, setting overall strategy and directing multidisciplinary teams that provide coordinated planning for families with both local and cross-border needs.
Under his guidance, advisers integrate retirement planning, tax considerations, insurance, and investments into a single, cohesive plan. This structure facilitates decision-making for clients and mitigates conflicts of interest by aligning every recommendation with long-term goals, rather than short-term product incentives.
His model combines value investing with comprehensive planning, positioning him at the forefront of a shift in the advisory industry toward transparent, client-centered service. Inside the firm, he promotes financial education for both staff and clients, ensuring that advice is communicated clearly and supported by evidence.
Balance Wealth Management also adapts practices traditionally associated with family offices, including consolidated reporting, intergenerational wealth transfer planning, and coordinated estate and tax advice.
By making these services available to more households, the company helps families manage complex portfolios and long-range priorities with the same level of care once reserved for the very wealthy.
Where Balance Wealth Management Is Headed
With the U.S. arm established, Slonim is focused on refining cross-border planning tools, expanding educational outreach through the podcast, and training advisers in his principles to ensure consistent service. He is also building links with tax advisers and estate planners so families receive coordinated guidance rather than fragmented opinions.
The aim is to give households a precise and reliable path to financial security that can be sustained across generations, not just market cycles.
Why His Story Matters to Readers
For TheStreet’s readers, Slonim’s career exemplifies how a disciplined and integrated approach to wealth management can meet the needs of modern families. He represents a move away from selling products toward delivering coordinated advice and education.
In a crowded advisory field, he shows that families can benefit from steady planning and patient investing rather than short-lived strategies. His work demonstrates how a clear philosophy, applied consistently, can create a service that aligns with today’s complex financial realities on both a local and global scale.
This industry announcement article is for informational and educational purposes only and does not constitute financial or investment advice.
