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SEGO Wealth Management
Sego Wealth Management, LLC helps individuals and families pursue their ideal retirements. The firm uses a three-step process to examine clients’ current...
Overview
Sego Wealth Management, LLC helps individuals and families pursue their ideal retirements. The firm uses a three-step process to examine clients’ current financial situations, determine retirement needs, and deliver custom strategies. Its team of financial professionals focuses on retirement income planning and wealth management.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Collierville
Corporate office
San Antonio, TX, United States
Principals
J. Andrew Sego
CFP®, President
Frequently asked questions
What asset classes does SEGO invest in?
SEGO's specific asset allocation is not publicly disclosed. Offices of this profile in Texas frequently invest across direct real estate, private equity funds, public equities, and energy-related assets, but no specific strategy has been confirmed by the firm.
Who leads investment decisions at SEGO Wealth Management?
No named investment principals or key executives have been publicly identified. The firm does not maintain a public-facing website with team bios, and no media profiles of its leadership exist in standard financial databases.
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