1st Global Partnership
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. If tax planning is not at the core of a financial plan, the plan may fail to deliver optimal benefits to you. As one of the most trusted professions in America, CPAs are specially qualified to provide this essential foundation.
CPA firms like McCrate, Delaet& Company that affiliate with 1st Global deliver tax-optimized wealth management services to businesses and families. With a focus on providing affiliated firms with leading academic research, proven best practices, comprehensive financial planning and informed consulting, 1st Global has the privilege of providing the essential operations, research and support to more than 400 CPA firms nationwide.
1st Global helps affiliated wealth management firms like McCrate, Delaet Financial Advisors be better tomorrow than they are today in a way that is meaningful to you, the client.