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

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LearnMore@1stGlobal.com
(800) 959-8461

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1st Global provides the support you need 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 you grow your wealth management business. The paramount goal of the Wealth Management Services Group is to ensure your success as a financial services professional.

Practice Development

Financial Consulting  [Close]

The Financial Consulting Group is your primary resource for delivering cutting-edge client solutions and adopting business-building best practices. The Financial Consulting Group can help you formulate a business plan and offer perspective on how firms similar to yours have defined realistic goals.

Financial Consulting Group directors provide:

  • Investment proposal preparation
  • Client meeting guidelines
  • Financial planning support
  • Client solutions expertise
  • Marketing plan assistance

The members of the Financial Consulting Group act as your client solution experts and can play a vital role in empowering your firm to serve more clients, and serve them better.

Advanced Case Design

Annuity and Insurance Planning Support

Fixed Income Group

 

From the very beginning, with 1st Global as my partner, I have had access to a multitude of sound and practical planning and business-building ideas from fellow CPA advisors and from 1st Global’s in-house Advanced Case Design professionals. Affiliating with 1st Global is like having an office full of quality partners without the overhead!

CPA Representative
Richmond, TX