Tax-Centric Wealth Management Platforms

1st Global provides affiliated CPA firms with the essential support needed to build a successful wealth management business.


1st Global believes that exceptional financial planning means accounting for every possible aspect of a client’s financial future. Our integrated approach empowers affiliate CPA firms and financial advisors to weave diverse elements of a client’s financial picture into a unified, tax-centric financial plan that meets the client’s long-term goals.

Wealth Platforms

 

Independence and Objectivity


Affluent and emerging affluent clients have a wide variety of goals and objectives, which means financial advisors need access to diverse wealth management platforms with an expansive collection of financial products that can be customized to every client’s needs. Since 1st Global is not a subsidiary of any financial institution, such as a bank or insurance company, your financial advisor has the independence and objectivity necessary to create the best solutions that meet your unique wealth management needs.

1st Global understands that independence of product is the key to providing the right financial solutions. Since the privately-owned company is not a subsidiary of any financial institution, such as a bank or insurance company, your financial advisor has the independence and objectivity necessary to create the best solutions that meet your unique wealth management needs.

With support from experts in retirement, insurance and other areas of wealth management, 1st Global equips its CPA firms and financial advisors with the tools they need to provide customized, institutional-quality asset management.


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Help Put Your Clients’ Needs in Focus with Our Exclusive Method 10® Philosophy

 

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7 Reasons CPAs Should Choose 1st Global

You and your firm offer exceptional professional services to your clients. If you are committed to serving even more clients — and serving them better than ever — 1st Global can help.

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