Segment operates as a full-service wealth management firm and provides asset management services to further reduce client fees.

Segment Wealth Management - How to Invest for After Tax Results

Family Office attendees will benefit from hearing author and 36-year investment industry veteran, Gil Baumgarten, speak on tax efficiency, cost control, ETFs, and his own journey from broker to fiduciary advisor. After 25 years in the brokerage business, Gil decided his client advocacy model was in great conflict with the fee-hungry brokerage ecosystem. So in 2010, he started his own fee-only RIA, Segment Wealth Management. Segment now advises on over a billion dollars of client assets within a fully fiduciary model where the clients’ interests align with the interests of the firm. Segment operates as a full-service wealth management firm and provides asset management services to further reduce client fees. Segment clients are tax-sensitive and focused on long-term results, cost control and risk management, as well as optimizing philanthropy. Gil is ranked by Barron’s as one of America’s Top 1,200 Financial Advisors and was named one of the Top 20 Exchange-Traded Fund Thought Leaders in America by Barron’s and The Wall Street Journal in 2019. Among other strategies, he has run a 100% ETF model since 2002. Gil is launching his first book in May, titled FOOLISH: How Investors Get Worked Up and Worked Over by the System. FOOLISH arms investors with knowledge about the complicated conflicted brokerage ecosystem and investor’s own self-destructive tendencies and equips them to build a better financial future.