1st Global was founded in 1992 on the belief that accounting and tax professionals are uniquely qualified with the skills and training to deliver additional value to their accounting clients by offering comprehensive wealth management services.

1st Global helps affiliated CPA firms implement the essential wealth management capabilities by providing them with world-class research, accounting firm-centered advice, exceptional business development education and innovative technology. Using these tools, CPA firms can profitably and ethically serve their clients better.


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