Adam Torres and Gil Baumgarten explore Gil’s book “FOOLISH.”
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Show Notes:
New book alert! In this episode, Adam Torres and Gil Baumgarten, Founder and President of Segment Wealth Management, explore Gil’s book “FOOLISH: How Investors Get Worked Up and Worked Over by the System.”
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About Gil Baumgarten
Gil Baumgarten is a 37-year veteran of the investment industry. After beginning his career at EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found that Wall Street routinely emphasized its own interests over the clients. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align.
Gil is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron’s, in which he also ranked in the Top 50 Advisors in Texas for 2021. In 2019, Gil was named one of the Top-20 Exchange Traded Funds Thought Leaders in America by Barron’s and The Wall Street Journal.
In 2021, Gil launched his first book on investing titled, “FOOLI$H: How investors Get Worked Up and Worked Over By the System,” which hit Best Seller status on Amazon.
Gil is also an award-winning woodworker, specializing in a particular art form called segmentation, from which the name Segment Wealth Management is derived. Segmentation is the assembly of various species of wood, cut to fit in a precise pattern. This precision extends to Gil’s wealth management and investment process, where risk components and financial tactics are added and subtracted from client accounts with the same attention to detail.
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, with customized portfolio construction integrating high disciplined tax and risk management.
Segment Wealth’s team are passionate about delivering an independent wealth experience to their clients which will allow them to stress less and live the life they have always envisioned for their business and family.
About Segment Wealth Management, LLC
Segment is a fee-only asset management and financial consulting firm with a strong client-advocacy focus. Founder Gil Baumgarten is a 35-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top portfolio manager for UBS and Citigroup Smith Barney. Gil jumped off the brokerage train in 2010 to start Segment as a Fiduciary Financial Advisor.
