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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
Company Details
- Employees
- 61
- Address
- Paseo De La Reforma 42, Cuauhtémoc,mexico City,mexico
- Industry
- Financial Services
- Website
- planwm.com
- Keywords
- tax advice, education planning, hard currency, retirement planning, 100% Protection, trusts, inflation protection, fixed income, easy to understand advice, transparency, support, after sales service, flexible savings plans, free advice, financial service, wealth planning, international bank accounts.
- HQ
- Cuauhtémoc, Mexico City
Plan Wealth Management Questions
Plan Wealth Management's website is planwm.com
Plan Wealth Management's LinkedIn profile is https://mx.linkedin.com/company/plan-wealth-mgmt
Plan Wealth Management has
61 employees.
View email and phone details for 61
employees at Plan Wealth Management.
Plan Wealth Management's industry is
Financial Services
Plan Wealth Management's top competitors are
Vm Wealth Management,
Aafmaa Wealth Management & Trust Llc,
Indosuez Wealth Management,
Golden Wealth Management,
Empirical Wealth Management,
Metaxchange,
Wernham Wealth Management Inc.,
Horizon Wealth Management Group,
Bmo Wealth Management - U.s.,
Citizens Wealth Management.
Plan Wealth Management's categories are Financial Services
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Top Plan Wealth Management Employees
-
daniela morales
--
Miranda State, Venezuela, Venezuela, Bolivarian Republic Of -
David Maryasin
Business Development & Strategic Partnerships
New York, New York, United States, United States3wesleyan.edu, gmail.com, planwm.com3 +191792XXXXX
-
Teodoro Romero
Asesor Financiero En Planwm
Mexico City, Mexico, Mexico -
Alain Ramos
Business Development Manager At Plan Wealth Mgmt
Mexico City, Mexico, Mexico
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