Wealth Management with Gil Baumgarten, who is the President of Segment Wealth Management, Fiduciary Financial Advisor, and Best Selling Author of FOOLISH. He is a disruptive wealth management pioneer. After battling UBS in defence of 100% ETF portfolios, a direct assault on the firm’s fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron’s and The Wall Street Journal. His fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. He is perennially named a top-50 advisor in Texas by Barron’s, out of the state’s 26,002 registrants. He is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors’ self-harm tendencies driven by ego satisfaction. Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial success. Segment specializes in investment strategies and provides asset management services! We talk about our mindset for wealth, common mistakes people make with wealth, investment strategies, tax strategies, plus much more!
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If you want to grow and scale your business you can learn from Athin at his free Business Growth Summit Virtual Event: https://www.businessgrowthsummit.com.au
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