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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Personal Financial Education

Having a sound fundamental financial foundation is critical to the success of every individual and business that strives to succeed long-term.

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Retirement Planning Education

We work with clients to create a step by step plan to ensure that they are taking advantage of every opportunity for growth. We also provide guidance to help them navigate through changes of employment and how to ensure that their money continues to work just as hard as they are.

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Wealth Building Strategies

The ability to build wealth ultimately comes down to a series of small, positive decisions that are made over an extended period of time. Fundamental behaviors and beliefs about money, how it works, and how to invest it ultimately leads to wealth.

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Contact Us


Our office hours are:

Monday – Saturday: 9am – 6pm

Sunday: Closed


Phone: 504.400.0579

Schedule An Appointment