About SR & Co. Advisory
I provide strategic wealth management services for high-net-worth individuals and families, including portfolio management, investment oversight as a board member, and generational wealth planning. With a background in institutional investments, I also collaborate with international funds, private equity firms, and wealth management platforms seeking representation and partnerships in the Israeli market.
MISSION
Empowering Financial Futures
At SR & Co. Advisory, our mission is to empower individuals and businesses by offering comprehensive wealth management and financial advisory services. We strive to enhance financial well-being through strategic advice, innovative solutions, and a commitment to ethical practices.
Our goal is to provide personalized investment management, risk assessment, financial planning, and advisory services. By aligning with your specific financial objectives and long-term goals, we ensure a secure financial future.
TEAM
Meet Our Experts
Our team comprises seasoned professionals with extensive experience in wealth management and financial consultancy. Together, we are dedicated to delivering the highest quality of service and tailored financial guidance to our clients.
John Doe
CEO
David Le
Investment Strategist
Jane Smith
Financial Planner