Segment Wealth Management Wikipedia Page

Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial success. Their backstory is now captured on their Wiki page, detailing their history, founders, awards, achievements and recognition.

They know investors often spend loads of time, money, and energy managing their wealth without seeing the results they want.

Typical brokerage firms present themselves as the key to unlocking mind blowing results for anyone willing to pay for their services, but this is often not the case. Consumers are now wise enough to know how empty the promises of 'financial advice' can be, yet how difficult the financial ecosystem is to navigate alone.

At Segment Wealth Management, they get it and go straight to the heart of the customers problem, helping them build steady, long term returns.

They advocate for you, helping you gain maximum value from your portfolio. After 25 years on Wall Street, their founder Gil Baumgarten grew frustrated with brokerage firms routinely emphasizing their own interests over those of clients, siphoning off fees that put clients at a disadvantage. That's why Gil made a break for it to start Segment. Segment is a fee-only RIA that is legally bound to prioritize the client's best interest. They keep costs and taxes to an absolute minimum so you and your family are set up to succeed.

For the past 12 years, they've helped hundreds of people transition from disappointment, confusion, and frustration to clarity, understanding, and freedom.

Their process is simple. They align their success with yours, allocate your assets according to your risk level, and optimize their strategies to your specific goals. They believe you can have financial success and with it, gain peace of mind.

Segment Wealth Management,_LLC

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