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1st Global Financial Services in Surprise, Arizona

1st Global:

Our Broker-Dealer

1st Global is our partner and “back office” for financial services. They provide expertise and support to enable our financial services team to focus on our clients. For more information, visit 1st Global’s website at

Investment Planning

1st Global’s investment philosophy begins with proper asset allocation, distinct goals and a unique investor profile for each client. The Platform Consulting team has the privilege of helping specially selected, high-achieving CPA, tax and estate-planning firms discover, adopt and implement customized investment solutions for their clients.

These capabilities are essential to providing excellent comprehensive wealth management services to both emerging affluent and affluent families.

Estate Planning

Designing and implementing complete estate planning solutions can be complex and involve retirement, investment, tax and insurance planning. The goal of estate planning is to direct a client’s assets to those people and institutions of the client’s choosing while minimizing the impact of taxes.

Retirement Planning

Retirement planning is a dynamically changing area of wealth management. 1st Global offers a number of retirement planning product solutions and services to help our affiliated firms and their clients find the appropriate solutions for their unique needs.

Fiduciary Level Asset Management

1st Global’s advisory platform, Investment Management Solutions (IMS), provides Investment Adviser Representatives and Registered Investment Advisers with a comprehensive suite of solutions to meet the needs of firms and clients alike.

IMS solutions range from turnkey asset management portfolios of mutual funds and exchange-traded funds (ETFs) to highly customized unified managed accounts that provide broad diversification of client portfolios through personalized asset allocation modeling utilizing separately managed accounts, ETFs and mutual funds.

The 1st Global Investment Management Research Group (IMRG) is a team of tenured investment professionals that operate under the oversight of the 1st Global Investment Committee and is tasked with finding best-in-class investment managers and products for use across the IMS Select Portfolios Strategies, as well as other IMS programs.

The team’s primary responsibilities include portfolio construction and investment manager due diligence, monitoring and selection. The team brings years of experience and investment knowledge to help guide clients with asset class allocation and individual fund selection, which are all aimed at providing optimal risk-adjusted returns within each risk category.

1st Global’s “Why”

Why do you do what you do? The five principles below illustrate the purpose and energy behind 1st Global’s organization.

Take Personal Responsibility for One’s Life

We must be accountable for our actions and intentionally take total responsibility for all of the decisions and choices we make, the beliefs we carry and what motivates us to live our lives with dignity and humility. We must extend this notion of personal responsibility to our clients by providing them with the knowledge and capability to be intentional with their actions as well.

Honor Promises Made to the Ones We Love

Financial planning is a path to happiness because it allows us to make and honor life’s important promises and obligations. These include our duties as a husband or wife, a father or mother, a brother or sister and a steward of financial stability for our clients.

Have the Courage to Never Play the Coward’s Role

We must commit ourselves to always doing the right thing for our clients and ourselves, even if this means refusing what could be a lucrative opportunity. In addition, we must always boldly advocate for what is most important to our clients and us.

Advocate for the Nobility of Business, Work and Free Enterprise

The essence of our liberty and economic freedom is grounded in the opportunities we pursue through our vocation. Irish author Rebecca West eloquently states, “Life ought to be a struggle of desire toward adventures whose nobility will fertilize the soul.” Creating and building business provides opportunities for us and others to pursue those adventures.

Show Compassion and Benevolence to Those Needing Assistance

The essence of wisdom and humanity is grounded in our dedication to others in our society. Often people can become destitute through misfortunes beyond their control, such as natural disasters, birth defects or mental limitations. Charitable giving is a great source of happiness and we must be financially benevolent to those that are truly suffering from extraordinary circumstances.

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services SM ** Insurance services offered through an Avantax affiliated insurance agency

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management SM or its subsidiaries. Avantax Wealth Management SM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.