Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are just starting out, preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our team promises to offer you a new level of attention, insight, and guidance that is second to none.
We consult with our clients on personal financial education, retirement plan education, and wealth building strategies to help them maximize the opportunities they are presented with to make a lasting impact on both them and their family’s future. We use a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions.
By working with our team, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve your goals. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
- Analyze. Before we make any recommendations, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze where you currently are and put together an in-depth plan to help you get to where you want to be.
- Recommend. We provide you with an easy to understand in-depth analysis of the strategy we feel would be best to follow to help you reach your goals.
- Implement. If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure you can reach your goal of financial freedom.
- Review. Because your financial situation is bound to change, we work with you over time to help you monitor the strategies that are in place and the progress you’re making towards meeting your goals.
Segue Wealth Management is committed to each individual and business we serve. We provide non-bias consultation services and we have no affiliation to any specific firm or company. We provide a sound voice as well as guidance to our clients and walk alongside them throughout their entire journey.
To the Community
Our community involvement through charitable organizations and civic events is very important to us. Our time and resources invested are additional reasons we’ve earned trust from so many throughout the country.
To Our Clients
Our working environment is characterized by teamwork, trust and cooperation. We all work together to serve you. We honor our commitments and hold ourselves and each other accountable. Our goal is to be the best financial services consulting firm in the world and we are determined to make that goal a reality.
Founder, CEO – Jason Reeves
Segue Wealth Management was founded in New Orleans, LA in 2018. It is a unique firm and as founder, I serve as the lead consultant. I graduated with a Bachelor’s in Sociology and a minor in African American Studies from Berea College in 2006. I also completed my Master’s Degree in Coaching and Athletic Administration in 2016. As a Financial Consultant and Certified Educator in Personal Finance, I have several years of experience and have had the opportunity to manage both individual and retirement plan portfolios of over $90 million dollars. Helping clients organize and manage their financial lives so that they can maximize the opportunities presented to them is my passion. I take pride in knowing each client’s situation intimately which allows us to create custom tailored solutions for each person to help them succeed.
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals and build generational wealth. Whether your goals include preparing for milestone life events like college or retirement, or whether you’re simply looking for life insurance to protect your loved ones, wealth accumulation or distribution strategies, I promise to provide you a new level of attention, insight and capability. Contact me to discuss your financial future.
Personal Finance, Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Financial Education, Investment Strategies.