Note: Earlier this year 1st Global was purchased by Blucora, Inc.
Subject to regulatory approval, 1st Global is expected to merge into Avantax Wealth Management℠ later this fall.
1st Global believes that CPAs are the most qualified providers of complex, sophisticated wealth management solutions in America. If tax planning is not at the core of a financial plan, then the plan may fail to deliver optimal benefits to you. That’s why 1st Global established in 1992 with a core belief that CPAs and tax professionals are uniquely qualified to provide comprehensive financial guidance to clients.
As our broker/dealer, 1st Global provides service excellence and consulting, powered by intensive primary research and extensive market knowledge to create tax-optimized financial planning solutions that are meaningful to affluent clients nationwide.