Who We Help
Wellencourt Wealth Management works with individuals, families, retirees, and professionals who value a personal relationship with their advisor. We provide customized investment portfolios and financial guidance tailored to each client's unique goals and circumstances.
Many of our clients are preparing for retirement, already retired, or seeking a second opinion on their current investment strategy. We also work with Minnesota residents who spend part of the year in Florida and want an advisor who understands the planning considerations that can accompany a snowbird lifestyle.
Our clients value transparent communication, personalized service, and competitive fees designed to deliver exceptional value.
How We Help
Investment Management
Customized portfolios designed around your goals, risk tolerance, and time horizon.
Retirement Planning
Guidance on retirement income, portfolio withdrawals, and long-term financial decisions.
Tax-Aware Planning
Coordination-minded planning that considers taxes, account types, and account withdrawals.
Planning for Minnesota Snowbirds
Many Minnesota retirees eventually spend part of the year in Florida or another warmer state. That can create additional planning questions around taxes, residency, cash flow, investment withdrawals, and estate considerations.
Wellencourt helps clients think through those decisions in a coordinated way while keeping the investment strategy simple, transparent, and aligned with their retirement goals.
Why Wellencourt?
At Wellencourt, our focus and attention are dedicated to our clients. When you contact us, you’ll connect directly with a person, not an automated system.
We take pride in our personalized service, investment transparency, and the research we conduct to serve clients effectively. Our competitive fees accompany customized investment portfolios tailored to each client’s unique circumstances, setting us apart from many larger firms.
About Wellencourt
Shane Segner, MBA, MS
Shane Segner is the Wealth Manager of Wellencourt Wealth Management. Since founding the firm in 2021, he has worked directly with clients on investment management, retirement planning, and portfolio strategy. His professional background and education in engineering and finance shapes Wellencourt’s research-driven approach to managing client assets.
Shane holds a Series 65 license and is registered as an Investment Advisor Representative with Wellencourt Wealth Management, LLC.
Michael Theriot, MS
Michael Theriot is the Director of Software and Data Engineering at Wellencourt Wealth Management, LLC. Since joining the firm in 2021, he has supported Wellencourt’s research and technology infrastructure, including the software tools used in the firm's investment research process.
Contact Wellencourt
To learn more, contact us by phone or email.
Wellencourt Wealth Management LLC (“Wellencourt”) is a registered investment adviser offering advisory services in the State(s) of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Wellencourt in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wellencourt, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.