1st Global creates opportunities for you to be more, play large and let go.

1st Global was founded by CPAs who believe that accounting and tax professionals are uniquely qualified to add value to their existing client relationships by offering comprehensive wealth management services.

Our mission is to help CPA, tax and estate planning firms adopt and implement the essential capabilities to provide comprehensive wealth management services to both emerging affluent and affluent families. Wealth management provides an exceptional growth strategy for CPA firms, and we deliver the capabilities required to help your firm make that growth happen.

Fill out the form to download "CPAs and Wealth Management: The Critical Path to the Optimal Financial Services Firm" to learn how your firm can offer or improve its current offering of financial advice to valued clients.

This whitepaper focuses on answering these vital questions:

  • What is the optimal business model for CPA firms pursuing wealth management services?
  • What is the evolutionary path to creating a successful wealth management practice?
 

Fill out the form below to download the whitepaper, "CPAs and Wealth Management: The Critical Path to the Optimal Financial Services Firm."

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Visit our website, or email LearnMore@1stGlobal.com. For our latest insights, follow us on Twitter and LinkedIn, or check out our CPA Wealth Enterprise blog.

1st Global

12750 Merit Dr., Ste. 1200   |   Dallas, TX 75251
800-959-8461   |   LearnMore@1stGlobal.com   |   www.1stGlobal.com

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.