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“Diamond Eagle firms set themselves apart from the crowd because of their commitment to redefining what it means to be exceptional, consistently demonstrating what it takes to excel in remarkable fashion,” 1st Global Chairman and CEO Tony Batman said. “They are dedicated to the individuals, families and businesses they serve, and they create a precedent for others to follow through their passion and admirable conduct.”
1st Global is pleased to congratulate Porte Brown Wealth Management for reaching Five Diamond Eagle status, deeply appreciates Porte Brown Wealth Management’s devotion to serving its clients through comprehensive financial planning advice and commends Porte Brown Wealth Management on its continued progress and accomplishments.
In keeping with the level of excellence demonstrated by Diamond Eagle firms, the theme of 1st Global’s National Conference 2018 was “Redefining Exceptional.” Diamond Eagle firms live out this theme every day in their offices by differentiating themselves in the marketplace, pacesetting firm growth and leading the charge on in delivering an extraordinary client experience.
1st Global enlisted the wisdom of a handful of key speakers to share their experiences and insights on significant trends that drive markets and the significant opportunities created by them. Speakers included Shawn Achor, Harvard researcher and positive psychology expert; Sally Hogshead, “New York Times” bestselling author, researcher and creator of The Fascination Advantage®; Wade D. Pfau, PhD, CFA®, professor of retirement income at The American College and founder of the Retirement Researcher; Robert C. Doll, CFA®, senior portfolio manager and chief equity strategist, Nuveen Asset Management; Jeff Bush, principal of The Washington Update; and Ronald J. Baker, founder of VeraSage Institute.
Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois. For more than 70 years, Porte Brown has focused on providing the highest level of service to individuals, businesses and organizations throughout the region. In addition to the traditional accounting services such as tax planning and preparation, audit, business valuations, and retirement plan administration. Porte Brown also provides strategic consulting and leading-edge technology implementation for clients in cloud and non-cloud environments. Wealth management services provided by Porte Brown Wealth Management LLC.*
*Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 350 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.
The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.
*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.