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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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

Advanced Case Design  [Close]

Wealth management for high net worth individuals and business owners requires advanced strategies and techniques. The Advanced Case Design Group helps your firm by recommending or crafting customized solutions for your high net worth clients in the areas of asset management, tax planning, retirement planning, risk management and estate planning.

This group of experienced, highly trained financial professionals can:

  • Design and implement complete wealth management solutions across asset management, income tax planning, estate planning, retirement planning and risk management disciplines for affluent clients and clients with complex financial situations
  • Advise and assist on client presentations

The professionals in the Advanced Case Design Group stand ready to help you serve your clients by acting as a liaison between your firm and 1st Global's resource partners for insurance, asset management and retirement plans providers. They are also available to answer any technical questions you may have, help you prepare for client presentations and provide follow up on pending cases.

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