Segment Wealth Management is a fee-only, fiduciary financial advisory firm, concentrating on strategies for investment development, risk management and tax minimization.

As a full-service firm, Segment Wealth offers wealth and asset management services designed to reduce frictions in the investment process, most notably, costs and taxes.  

Strength and Experience 

Segment Wealth is one of Houston’s top wealth management firms with investment minimums over $1 million, as recognized by the Houston Business Journal. The firm has more than a billion dollars in assets under management.

Founder and President Gil Baumgarten is a 37-year veteran of the investment industry, and perennially ranked as one of America’s Top 1200 Financial Advisors in America by Barron’s, as well as one of the Top 50 Advisors in Texas.

Client Focused

As a registered fiduciary firm, Segment Wealth Management is legally required to act in the best interest of their clients.

“We aim to deliver sustainable and mission-aligned investment solutions to our clients, built on first-rate performance, thoughtful advice and the highest level of service,” says Baumgarten.

Segment works with high-net-worth individuals, non-profits, trustees, executors, and outsourced family offices. The company’s process is to build portfolios based on their clients’ values and risk/reward tolerance to help them achieve their financial objectives. 

Conclusion

Segment Wealth Management is a legitimate company.

Segment Wealth Management, LLC became registered as an Investment Adviser Firm in October 2012. Independent algorithms give the company’s website a high score. Sources base this rating on internet data collected about the site, such as the host country (USA), if an SSL certificate is utilized. 

AJ Nottingham
Senior Journalist
https://www.afp.com