Founded over a decade ago, Headquarters Advisory Group, is a multi-disciplined wealth management firm, delivering tax optimized financial services to CPAs and estate planning attorneys, as well as individuals and businesses. Our team of experienced professionals work with all of our clients to provide products and services that help them manage wealth successfully.
CPAs and Estate Planning Attorneys
By working with Headquarters Advisory Group, you can have the confidence of knowing that your clients are in good hands. Our collaborative relationship with CPAs, tax professionals, and estate planning attorneys allows us to deliver tax optimized, comprehensive wealth management services to your firm’s clients. We support you in being able to offer your clients the types of services that set you apart from the competition, and distinguish your firm from others by becoming your clients’ trusted business counselor.
We work with many of the leading companies in the CPA, accounting, and estate planning industries to provide wealth management solutions, and we understand that independence and objectivity are fundamental to the core values of CPAs and estate planning attorneys. As tax-centric wealth managers, we work to provide your clients with solutions and service, rather than focus on selling products.
Our wealth management resource, 1st Global, is the premier partner to professional CPA wealth management firms providing research, consulting, and service to address complex financial issues and opportunities. This relationship allows us to align with the tax profession by having a resource partner who specializes in providing wealth management solutions to CPAs, tax professionals, and estate planning attorneys.
Individuals and Businesses
In order to best advise clients, we approach our relationship with a focus on tax planning, as well as investment and risk management strategies. This tax-centric approach allows us to offer guidance to clients in a way that exceeds most traditional financial services providers. By providing personalized financial planning and unparalleled customer service, clients can achieve the long-term financial security they seek.
With a clear focus on clients’ long term goals, we stay true to our mission of providing tailored wealth management solutions by leveraging our professional experience in working with the clients of CPAs, and tax and estate planning attorneys.
Some of our current clients include:
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC
Investment advisory services including fee-based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Headquarters Advisory Group, LLC. Headquarters Advisory Group, LLC and 1st Global Capital Corp are unaffiliated entities.
Insurance services offered through 1st Global Insurance Services, Inc.
We currently have individuals licensed to offer securities in the states of AZ, CA, CO, CT, DE, FL, GA, MA, MD, MI, MT, NC, NH, NJ, NY, OR, PA, TN, VT, and WI. This is not an offer to sell securities in any other state or jurisdiction.
© 2016 1st Global®. All rights reserved.