We are an independent financial consultancy serving clients throughout Latin America and specializing in personal investment planning for ambitious professionals. We offer independent tax advice to our clients in 5 different languages and manage investment instruments in 6 currencies across 350+ funds from over 85 of the world’s biggest and strongest banks. Our advisors have 50+ years of combined experience in giving first-class guidance to International Investors.

Our areas of expertise include: 
- Retirement Planning: so you don't have to worry about maintaining your lifestyle after you stop working;
- Education Planning: to provide private schooling or University for your children; 
- Single Premium Investments: for our clients who would like to start building wealth and financial stability for themselves and their families;
- AFORE Management
- General Portfolio Management: financial health so our clients can sleep soundly knowing their assets are well taken care of. 

Our investment plans focus on: 
1) Government backed investor protection
2) 100% data confidentiality
3) Tax-efficient investments & tax exemptions on earnings
4) Hard-currency inflation protection 

Established in London with operations in Latin America, and clients worldwide, we are truly a company with global coverage connecting international clients with international financial markets. We currently work with some of the world’s leading financial institutions, such as Credit Suisse, BNY Mellon, JP Morgan, Allianz, MetLife, and RL360 while offering a wide range of services and products that have consistently delivered returns on savings averaging 8-12% per year over the life of the investment.

As well as the prestigious companies we work with, our customer-centric approach guarantees you too can receive the highest level of support. An advisor from Plan Wealth Management will always be just a phone call away to help guide you with any decision-making

Plan Wealth Management

Nate B.

This department provides expert financial advice and guidance to clients.

Financial Services

This department focuses on providing financial planning and investment strategies to help clients manage and grow their wealth.

Wealth Planning

This department focuses on developing and maintaining strong relationships with clients to enhance customer satisfaction and loyalty.

Customer Relationship Management

This department focuses on identifying growth opportunities and building strategic partnerships to enhance the company's market presence.

Business Development

This department focuses on ensuring customer satisfaction and achieving positive outcomes for clients through ongoing support and engagement.

Customer Success

This department provides administrative assistance and support to senior management to ensure efficient operations.

Plan Wealth Management

Org chart

Teams

Financial Services

Wealth Planning

Customer Relationship Management

Business Development

Customer Success

Executive Support

Offices

Plan Wealth Management

Org chart

Teams

Financial Services

Wealth Planning

Customer Relationship Management

Business Development

Customer Success

Executive Support

Offices

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