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Wealth Management Services
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. **We have individuals registered to offer securities in the state of AZ, CO, FL, IL, MD, MA, NC, and VA. This is not an offer to sell any security in any orther jurisdication.

 

The dedicated professionals at Gregg & Bailey thrive on solving problems and providing guidance in accounting and tax matters. Our clients also look to us for wealth management guidance.

Commonwealth Financial Advisors, LLC, our wealth management practice, offers investment advisory services through 1st Global Advisors, Inc. We are registered to offer securities in the states of Arizona, Colorado, Florida, Illinois, Maryland, Massachusetts, North Carolina, and Virginia. Our approach to helping clients manage their wealth is based upon the "Method 10" model. Ten core financial areas are consistently reviewed, updated and adjusted to provide a roadmap for planning success.

    Services
  • Tax Planning
  • Investment Planning
  • Retirement Planning
  • Income Protection and Asset Preservation
  • Insurance Planning
  • Estate Planning
  • Business Planning
  • Education Planning
  • Debt Management
  • Special Situations