A “Top 20” firm in Texas, as ranked by Barron’s.

MORE THAN ADVICE…

ADVOCACY.®

Segment Wealth Management is a fee-only advisory services firm.

01


Align

We chose to register as a fully fiduciary firm — meaning we are legally required to advocate for our clients’ best interests. 

02


Allocate

We assess client goals and deploy assets in a customized strategy mix that best fits their needs.

03


Optimize

We remove unnecessary costs, friction, and fees from the investment process.

About Segment Wealth Management

Award-winning, Fee-only advisory firm.

Segment’s philosophy is centered on the core values of clarity, reliability, performance, and truth. Our investment strategies are founded on the fundamental beliefs that the markets are efficient, and investors are irrational. Please see limitations.

ALIGN | ALLOCATE | OPTIMIZE

40

years of experience

Clarity

We make it easy to do business with us by communicating clearly and concisely.

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Reliability

We are available and responsive to our clients. We are focused, precise, and consistent in our strategies and their implementation.

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Performance

We are dedicated to achievement and performing to the highest professional standards. We are prepared, and will always strive to deliver superior service and execution.

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Truth

We behave with respect, integrity, and character. We are accurate, realistic, and accountable. We always act fairly and comply with all laws.

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Client Profile

Segment’s clients are interested in long-term results, with an emphasis on risk and cost management, as well as sensitivity to tax issues.

Our individual clients are typically entrepreneurs, corporate executives, or professionals, such as doctors or lawyers. Regardless of the means by which the wealth has been obtained, Segment addresses the universal challenges to managing that wealth by implementing realistic strategies that allow individuals to rule their money, and not the other way around.

Gil’s Musings

LET’S TALK.

Info@segmentwm.com

VISIT US.

3040 Post Oak Boulevard, Suite 1725
Houston, Texas 77056