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Plan First Wealth

Send Us a Message

Contact Information

Phone Number

646-201-4865

Email

Office Address

500 West Putnam Ave, Ste 400
Greenwich, CT 06830
United States

Mailing Address

228 Park Ave S, #51430,
New York, NY 10003

Schedule a 30-minute Introductory Call

If you are a successful British expat in America with at least $1M net worth, schedule your introductory call with a US/UK specialist using the link below. During this time, we’ll get to know you and explore your unique needs.

Here’s How It Works:

  • We’ll meet via zoom to talk about your current financial situation and goals.
  • We’ll identify your questions, concerns and options.
  • We’ll lay out your next best steps.
Schedule a Call