Institutional Excellence in Global Markets
Wesley Allen Roland is a highly experienced financial professional with over 25 years of industry tenure. He is currently a "dual hatter," meaning he is registered as both a Broker (securities agent) and an Investment Advisor Representative.
"My mission is to provide a holistic, tax-first approach to investment, ensuring long-term stability and growth."
Professional Background
Wesley maintains a clean regulatory record with zero disclosures (no customer complaints, regulatory actions, or legal issues), which is a significant indicator of professional standing.
His career is marked by long-term stability with reputable firms: Osaic Wealth, Inc. (2016 – Present) and 1st Global Capital Corp. / 1st Global Advisors Inc. (1999 – 2016) where he spent 16 years providing advisory and brokerage services in Fort Worth.
Since 1997, he has served as the President of Wesley A. Roland, P.C., which provides CPA, tax, and accounting services. This strong background in tax-efficient wealth management and financial planning allows him to offer a more holistic "tax-first" approach to investment.
Key Professional Credentials
Strategic Specializations
Tax-First Wealth Management
Leveraging dual expertise as a CPA and Wealth Advisor to offer a holistic approach to investment, which is a powerful differentiator for high-net-worth clients.
Core Focus
A Career of Impact
Over 25 years of providing high-authority financial leadership and advisory services.
President, Wesley A. Roland, P.C.
Established his own P.C. providing expert CPA, tax, and accounting services, forming the foundation for tax-efficient wealth management.
1st Global Capital Corp.
Spent 16 years providing advisory and brokerage services in Fort Worth, building a reputation for institutional-grade financial planning.
Joined Osaic Wealth, Inc.
Began his tenure as a Registered Representative and Investment Advisor with Osaic Wealth, a major national firm.
25+ Years of Excellence
Continuing to provide holistic, tax-first investment strategies with zero disclosures and a top-tier industry ranking.
Financial Insights
Watch our top regulatory expert discuss market dynamics, tax-efficient wealth building, and financial planning.
Holistic Wealth Management Strategy
Tax-First Investment Principles
Secure Your Financial Future
Benefit from the expertise of a dual-registered Broker and Wealth Advisor with a tax-first approach.
Book a Consultation
Stop Donating Your Account to the Market.
Join the elite group of traders who have mastered their psychology and achieved true financial independence. Spaces are strictly limited.