Wealth Management Services

1st Global provides the support your firm needs to build a successful wealth management practice. We boast a dedicated team of professionals to provide a variety of solutions for your clients’ wealth management needs and help your firm grow its wealth management business. The paramount goal of the Wealth Management Services Group is to ensure your firm's success as a financial services provider.

In The News

May 22, 2013 1st Global President David Knoch Quoted in WSJ
May 13, 2013 Russ Pixler Joins 1st Global
May 13, 2013 Nelson & Nelson CPAs Joins 1st Global

May 13, 2013 Woltman, Van Kekerix & Stotz Joins 1st Global
Mar 5, 2013 Darrell Layman, CPA Joins 1st Global
Feb 25, 2013 1st Global Congratulates Jason Costner on Joining WABC Wealth Management Services

Feb 19, 2013 John Kostukovich, CPA Joins 1st Global
Feb 19, 2013 1st Global Welcomes Weatherley, Butterworth, Macias & Graves, P.C.
Feb 19, 2013 G. Michael Smith & Associates, PC Joins 1st Global

Feb 19, 2013 1st Global Welcomes Simpson & Simpson CPAs

Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.

Start Here

1st Global 12750 Merit Drive, Suite 1200
Dallas, TX 75251

Directions

214-294-5000

877-959-8400

E-mail 1st Global