Accounting and Financial Services
First Rate exists to help wealth management firms grow and thrive as stewards of their clients’ investments. For more than 25 years, we have supported Trust Banks, Registered Investment Advisors, Broker-Dealers, Asset Managers, and Family Offices domestically as well as globally to experience better. Therefore, your firm will receive, better performance, better results, better solutions, and better services. First Rate is a leader in the wealth management sector including, not only innovation but also services built on excellence. For this reason, we partner with you to ensure your firm is maximizing our solutions and products to fit your specific needs and the needs of your clients. Our solutions are designed to meet the complex, evolving investment measurement and client reporting needs of today’s financial services marketplace. For this purpose, we offer a full suite of seamless wealth management applications powered by the proven First Rate performance calculation engine.
We are The Davis/Yost Group at Morgan Stanley Private Wealth Management and have multiple decades of banking, business and investment experience. We provide executive and corporate services, access to cash management and family office services. We believe there is more to wealth planning than investment advice, so we take an integrated, holistic approach in helping you meet your needs and goals. We specialize in Comprehensive Wealth Planning, Investment Management, Sustainable & Responsible Investing, Philanthropy Management, Family Governance & Wealth Education, Retirement & Pension Plans, 10b5-(1) Programs, Pre-Liquidity Planning, Open-Architecture Platform, Manager Selection, Hedging Strategies and Corporate Stock Plans.
The Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, trust and private client services, estate planning and business planning. Its products include life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services.
Dallas based CPA firm providing – Technical Accounting, Business Advisory & Management Consulting Services
Ryan LLC, based in Dallas, Texas, is a tax services and consulting firm. Ryan LLC has more than 9,000 clients in over 40 countries. The company has over 75 locations, including locations in Canada, the Netherlands, the United Kingdom, India, Hungary, Mexico, Singapore, and Australia. Ryan LLC works with companies including 7-Eleven, the Kroger Company, Walmart Stores, and Johnson & Johnson.
We offer simple solutions for complex situations through our range of accountancy, business advisory, tax and payroll services.
Whitley Penn is a dynamic regional public accounting firm that provides audit, tax, risk advisory and transaction advisory services as well as forensic, litigation and valuation support to regional, national and global companies. We have a strong SEC practice and represent clients from early stage privately held to large public companies in the construction, employee benefit plans, energy, entertainment, financial services, healthcare, financial institutions, manufacturing and distribution, non-profit, public sector, real estate, retail, restaurant, technology, and veterinarian industries.