Since 1986, Pioneer Wealth Management  - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth Management and Family Office services, to high-net worth businessmen and ultra high-net worth families in Israel and around the world.

When you partner with Pioneer you access multiple layers of expertise you can rely on, to provide you with a highly customized service. The essence lies in our conflict-free, fee-based model – we only get paid by our clients, so we always have your best interests in mind.

WHAT MAKES US DIFFERENT?
✔ We are independent & objective – our sole focus is our clients’ needs.
✔ Pioneer does not have any proprietary funds or products.
✔ Our clients always retain control of their assets.
✔ We honor absolute client confidentiality.
✔ Our long-term relationships with financial institutions worldwide and negotiation power mean lower fees to our clients.

You are welcome to contact us and weI'll be happy to assist you with any question you may have.
Visit Our Website: http://www.piowealth.com/
Call: ☎ +972-9-9611-300
Email: ✉ info@piowealth.com


Pioneer Wealth Management

Pioneer Wealth Management's headquarters in Herzliya Pituach, Israel

Dafna Gonen

Ruthie Bacal

Mike Ellis

Pearla Alexander

The Investment Management team at Pioneer Wealth Management is dedicated to crafting customized investment strategies for high-net-worth and ultra high-net-worth clients. This team leverages extensive market knowledge and a conflict-free approach to manage diversified portfolios, focusing on maximizing returns while mitigating risks. With expertise spanning global investments, ESG strategies, and family office services, the team collaborates closely to ensure alignment with clients' unique financial goals and aspirations.

Investment Management

The Leadership Team at Pioneer Wealth Management is responsible for setting the strategic direction and ensuring the effective management of the firm's operations and investment strategies. Comprising experts in global investments, compliance, and client services, they work collaboratively to uphold the company’s commitment to independent, client-focused financial solutions, while navigating the complexities of wealth management in the global marketplace. Their leadership fosters long-term relationships and drives the mission of providing customized and conflict-free financial services to high-net-worth clients.

Pioneer Wealth Management

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Teams

Investment Management

Leadership Team

Offices

Pioneer Wealth Management

Org chart

Teams

Investment Management

Leadership Team

Offices

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