8150 North Central Expressway, Suite 500
Dallas, TX 75206 (Directions)
(214) 265-1201 (877) 959-8400

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(800) 959-8461

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If you are committed to serving more clients and serving them better, 1st Global can help.

     Learn more about 1st Global, our leadership and history

1st Global specializes in helping accounting, legal, and financial professionals build successful wealth management practices. Our mission is to partner with you and your firm to bring world class financial services both to your practice and to your clients.

Professional Focus

As a tax professional or attorney, you are in a unique position to help your clients. It’s vital to align with a partner that understands the trusting relationship you have with your clients. It is also important to align with a partner that understands the complex regulations and cultural issues surrounding the integration of comprehensive financial services into a tax or law firm.

1st Global has over a decade of experience helping tax, accounting and legal professionals build stronger client relationships by providing comprehensive financial solutions.

Product Independence

Client Ownership

Comprehensive Solutions

Business-Building Expertise

Technology