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

Learn More

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.

Learn More

Retirement Planning Education

The most important resource we all have is time and the biggest wealth building tool we all possess is our income. At Segue Wealth Management we work with clients to ensure that they are using both wisely and maximizing their earning and growth potential both individually and through their employer retirement plans.

Learn More

Wealth Building Strategies

The ability to build wealth ultimately comes down to a series of small, positive decisions that were 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.

Learn More

Contact Us


Our office hours are:

Monday – Saturday: 9am – 6pm

Sunday: Closed


Phone: 504.400.0579

Schedule An Appointment