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Wealth Management with Gil Baumgarten

Wealth Management with Gil Baumgarten

THINK Business with Jon Dwoskin

June 16, 202219m 47s

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Show Notes

Gil Baumgarten, president of Segment Wealth Management, is a 36-year veteran of the investment industry. In 2010, Gil jumped off the Wall Street brokerage train to start Segment, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's and is a newly published author, with his first book launching in May titled, FOOLISH: How Investors Get Worked Up and Worked Over by the System.

Connect with Jon Dwoskin:

Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: [email protected] Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!

Connect with Gil Baumgarten:

Website: https://segmentwm.com/ LinkedIn: https://www.linkedin.com/in/gil-baumgarten/ Facebook: https://www.facebook.com/SegmentWealthManagement