The Critical Path for CPAs

This whitepaper provides a framework for ensemble and solo CPA practices to design the most effective and profitable financial services business model for their firms by 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?

Download this whitepaper to learn how your firm can offer or improve its current offering of financial advice to valued clients.


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

Want to read more from 1st Global?

Visit our website, or email 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   |   |

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.