The Compass is an internally produced electronic newsletter published by our firm on a frequent basis for the benefit of our clients, colleagues and prospective clientele, based on our collaborative disciplines of public accounting and comprehensive wealth management services. The Compass is focused to provide awareness and education to business owners, highly compensated executives and affluent individuals/families, who desire to implement true tax advantaged wealth creation, preservation and distribution strategies.
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Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services, including fee based asset management accounts are held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Putman Capital Management, Inc. - A Regstered Investment Adviser. Putman Capital Management, Inc. is not affiliated with 1st Global Capital Corp. Insurance services offered through 1st Global Insurance Services, Inc. Cherie D. Putman is registered to offer securities in the states of Ca, Tx and Wa. This is not an offer to sell securities in any other state or jurisdiction.
