Client Resources

1st Global was established in 1992 with a core belief that CPAs and tax professionals are uniquely qualified to provide comprehensive financial guidance to clients.

1st Global empowers its affiliated financial advisors to deliver tax-optimized wealth management services to businesses and families. With a broad understanding of your tax situation, your business, your estate and your entire financial picture, these professionals are specially positioned to provide independent, objective wealth management advice.



1st Global’s Beliefs About Financial Planning

The discipline to save, invest, budget, plan and manage for known and unknown risks is critical in honoring the important promises we make to those we care about. Assessing short and long-term tradeoffs and delaying gratification have long been key factors in helping emerging affluent and affluent families make sound financial planning decisions. This difficult endeavor requires intellectual rigor, discipline, patience and faith in the future founded on a deep understanding of the past. 1st Global believes that exceptional financial planning means accounting for every possible aspect of your financial future. This integrated approach allows your advisor to weave diverse elements of your financial picture into a unified, comprehensive plan that can meet your long-term goals.


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.

Please contact 1st Global Client Services at 877-959-8400 or via email at if you have a question or need assistance.


Client Advocacy

The Client Advocacy Group is responsible for establishing and ensuring a culture of service excellence for our financial advisors and their clients. We strive to ensure our interactions are not only solution-oriented in nature but also go above and beyond our advisors’ expectations, uphold the highest of ethical standards and are specifically focused on serving each client’s unique financial needs. With every interaction, we provide step-by-step guidance to maneuver through each firm's most intricate challenges.

Wealthscape Investor

Wealthscape offers a single point of access to your brokerage account information. Contact your financial advisor for information on signing up for Wealthscape. For accounts held directly at a fund company, you may also visit the fund company's website for access to your accounts.

Access Wealthscape Investor

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