For All of Life’s Transitions

Segue Wealth Management focuses on helping clients organize and manage their financial lives so they can maximize the opportunities presented to them and are prepared to capitalize on the right opportunities when they arise

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We focus on helping you make successful transitions from your pre-professional to professional, and post-professional lives using a holistic approach, focusing on your personal needs and individual goals.

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Whether you’re a physician, tech expert, business owner, or preparing to “Segue” into the next chapter of your life’s story, we’re here to help you answer the tough questions.

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There are many questions that must be answered to live comfortably in retirement. We walk along side you and help by putting a plan in place to achieve your goals.

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Contact Us


Our office hours are:

Monday – Friday: 9am – 5pm

Saturday: Appointment Only

Sunday: Closed

3838 N. Causeway Blvd. Suite 3400
Metairie, LA 70002

Phone: 504.400.0579

Fax: 504.613.2055