How we help you

Whether you’re looking ahead or managing existing wealth, get invaluable guidance shaped by real cross‑border experience to help you stay organised, compliant, and in control.

Plan your future

and benefit from cross-border experience

Work with experienced professionals who can help you navigate all the complexities of cross-border living, seeking to ensure you have a coherent plan for whatever comes next.

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Manage your wealth

and minimise your tax burden

Get the professional support you need to manage your assets wherever they’re held, and grow your wealth while avoiding the tax traps unique to expats in America.

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Real expats, real results

When you’ve left everything familiar behind to build a life in America, your financial planning needs to work harder. See how our cross-border experience has transformed messy, stressful situations into coherent plans that help expats sleep at night.

Why choose us?

In our latest client survey...

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of respondents believe that working with us has helped or will help them achieve their financial goals.

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of respondents would recommend us to their friends, family, or colleagues.

0

of respondents were either very or mostly satisfied that we understood their needs and goals.

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Knowledge bank

Navigate the unique financial challenges of expat life with the help of our free resources. From pensions to tax planning and more, discover insights designed specifically for Brits in America.

Blogs

17 Apr 2026

6 reasons why you need a robust investment strategy in retirement

Podcasts

Episode 87

Oil, Inflation and Immigration: Why the World Feels Increasingly Unstable
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Guides

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    646 201 4865
    Greenwich, CT

    Any testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and do not provide a guarantee of future performance, success or similar services.

    Plan First Wealth is a registered investment adviser located in Greenwich, CT. Plan First Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Plan First Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan First Wealth’s website on the internet should not be construed by any consumer and/or prospective client as Plan First Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalised investment advice for compensation, over the internet. Any subsequent, direct communication by Plan First Wealth with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan First Wealth, please contact the state securities regulators for those states in which Plan First Wealth maintains a registration filing. A copy of Plan First Wealth’s current written disclosure statement discussing Plan First Wealth’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Plan First Wealth upon written request. Plan First Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Plan First Wealth’s website or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

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