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The Power of Partnership

1st Global has the support and proven professional systems needed to give you the competitive edge in providing comprehensive wealth management services. Learn more »

Experience
Experience

An independent partner helping CPA firms grow from success to significance for 25 years.
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Platforms
Platforms

An expansive, fee-based platform built specifically for our CPA wealth management partners.
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CPA Community
CPA Community

A nationwide community of high-achieving CPAs supporting each other’s success.
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Service
Service

We take special pride in providing excellent service and support to our firms.
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What Do Investors Really Want?


Believe it or not, there’s an easy way to find out what clients want from their CPAs: talk to them.
We surveyed emerging affluent and affluent investors to find out what they look for in financial advice providers, as well as what is most important to them in those interactions.

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1st Global News

1st Global news and announcements, media resources, the financial industry, the economy: if it’s in the news, you’ll find it here.

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1st Global to Sponsor Upcoming CPAConnect Roundtable

1st Global is a proud sponsor of the 2018 CPAConnect Roundtable, which will be hosted at the Omni Royal Orleans Hotel in New Orleans Oct. 31 – Nov. 2, 2018. Read more »

1st Global’s Jeremy Belfiore to Attend Upcoming CPAsNET 25th Mid-Year Meeting

1st Global AVP of Business Development Jeremy Belfiore will attend the CPAsNET 25th Mid-Year Meeting hosted at the Hilton Scottsdale Resort Nov. 7-9, 2018. Read more »

1st Global to Attend Upcoming Upstream Academy Best Practices Conference

1st Global AVP of Business Development Jeremy Belfiore and AVP of Marketing and Communications Ryan George will attend the Upstream Academy Best Practices Conference Oct... Read more »

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