Client Resources

1st Global provides systems, service and support that allows your financial advisor to offer you investment advice and financial planning.

1st Global believes that CPA firms are the most qualified providers of complex, sophisticated wealth management solutions in America. We partner directly with high-quality CPA firms who are committed to excellence in providing holistic wealth management advice and services to their clients.


Who is 1st Global?

At 1st Global, our investment programs are shaped by well‑defined beliefs that guide our process, determine our actions, influence our investment management decisions and serve as the truths and principles behind our investing philosophy. We believe that creating a well-defined financial plan around investment goals that are important to you will allow you to enjoy the investment journey, no matter what comes your way. Whether you are focused on accumulating wealth or preserving it, the investment flexibility and options of our platform allows you to work toward your financial goals and honor the important promises you’ve made to your loved ones.


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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