Plan First Wealth welcomed James Beck as a new employee.
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People
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āI've joined Plan First Wealth.ā
ā James Beck|Plan First Wealth team
Company
Plan First Wealth
Lifestyle Financial Planning & Cross-Border Wealth Management for expats, immigrants & Americans who have worked abroad
- Industry
- Financial Services
- Location
- Greenwich, US
- Company size
- 5 employees
Plan First Wealth is a Registered Investment Advisor (RIA) based in Greenwich, CT, serving ambitious, successful expatriates, 1st generation immigrants, and Americans with non-US assets and interests living across the US, who want to make the most of their opportunity. We work with them to: ā¢ šš§šÆšš¬š šš”šš¢š« š¦šØš§šš² to š“š¢š·š¦ š®š°š³š¦, š®š¢š¬š¦ š®š°š³š¦ š¢šÆš„ š¬š¦š¦š± š®š°š³š¦. ā¢ Take advantage of all the financial šØš©š©šØš«šš®š§š¢šš¢šš¬ that are available to them. ā¢ Avoid all the š„šš§šš¦š¢š§šš¬ that can blow up all their hard work. ā¢ Build and maintain a šš¢š§šš§šš¢šš„ š©š„šš§ that maps out their future to help them make good financial decisions, avert disasters and avoid leaving their life on the table. DISCLAIMER: Plan First Wealth is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
Founded 2018