Contact: Terry Jannsen, (262) 696-5165
PEWAUKEE, WI — Dec. 9, 2015 — Jannsen Wealth Management, headquartered in Pewaukee, WI, was recognized for its exceptional accomplishments throughout the year at the 2015 1st Global National Conference that took place from Nov. 8–10 at the Omni Amelia Island Resort in Fernandina Beach, Florida.
“As a partner to these exceptional teams, Diamond Eagle firms inspire us with their passion and lead us with their excellence, setting the standard for others to follow as they pave their paths to success,” 1st Global President David Knoch said. “They are exceptional because of the way they conduct their businesses and the important role they play in helping to create the good life for those who have been placed in their trust and care.”
Based on business volume across the firm, the Diamond Eagle award is a privilege reserved for those firms with individuals who have modeled the 1st Global purpose of enabling intentional living and demonstrate a persistent approach to creating amazing experiences for their clients and in helping them to live their own intentional lives.
1st Global is proud to honor Jannsen Wealth Management for achieving Two Diamond Eagle status. We truly respect and appreciate Jannsen Wealth Management’s dedication to serving its clients through comprehensive financial planning advice, and we celebrate Jannsen Wealth Management on its consistent development and achievement.
About Jannsen Wealth Management
Jannsen Wealth Management of Pewaukee, WI, is a practice dedicated to helping others find and achieve a wealthy life. Through objective listening, experienced consulting and candid conversations they provide holistic financial life advice through comprehensive, tax-optimized wealth management services. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.
About 1st Global
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 provides CPA, tax and estate planning firms 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.
More than 400 firms have chosen to affiliate with 1st Global, making us 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.
1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Suite 1200 in Dallas, Texas, 75251; 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc., an SEC-registered investment adviser. Additional information about 1st Global is available online at 1stGlobal.com.