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1st Global

Are you a serious investor looking for exceptional, tax-centric financial planning? If there is a firm in your area taking new clients, we will ask them to reach out to you. Fill out the form below to begin the process.

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In The News

  • 1st Global Firms Featured in Accounting Today

    Mar 28, 2014
    The March 2014 issue of Accounting Today featured an in-depth article on CPAs and wealth management. The article centers around New Orleans-based accounting firm Ericksen, Krentel & LaPorte, a 1st Global affiliated firm, and the work being done to expand its services to clients.  (more)

  • 1st Global to Present at JOIM Spring 2014 Conference

    Feb 19, 2014
    Kenneth Blay, 1st Global’s Director of Research, will present “Tax-Cognizant Portfolio Analysis: A Methodology for Maximizing After-Tax Wealth” at the Journal of Investment Management’s (JOIM) Spring 2014 Conference held in San Diego March 16-18.  (more)

  • CPA Practice Advisor: Five Year-end Tips for Accounting Firms on Wealth Management Services

    Jan 23, 2014
    CPA Practice Advisor recently spoke with 1st Global to discuss how accounting and wealth management firms can take steps to prepare themselves for success in the coming year. From improving processes to making sure your clients come into the office to drop off paperwork, these tips can help your firm get off to the right start in 2014.  (more)