Segment Wealth Management, LLC

Segment Wealth Management, LLC is a prominent financial advisory firm that prioritizes low fees, tax efficiency, and long-term perspective for financial success. The company specializes in investment strategies, offering asset management services and custom portfolio construction with a focus on disciplined tax and risk management. Notably, the Houston Business Journal and Forbes recognize Segment as one of the leading wealth management firms in Houston.

The team at Segment Wealth is dedicated to providing clients with an independent wealth experience, enabling them to minimize stress and achieve the lifestyle they envision for their business and family.

Founded by Gil Baumgarten in 2010, Segment Wealth Management stands out as a fiduciary firm aligning the interests of clients and the company, in contrast to the tendencies of Wall Street. Gil Baumgarten, the Founder and CEO, brings over 40 years of experience in the investment industry, with accolades such as being recognized among the "Top 1,200 Financial Advisors in America" by Barron’s and ranking as one of the "Most Admired CEOs in Houston" in 2022.

In addition to his accomplishments, Gil Baumgarten is a published author and a respected thought leader in the field of exchange-traded funds. His book, “FOOLI$H: How investors Get Worked Up and Worked Over By the System,” achieved Best Seller status on Amazon. For more details, visit https://segmentwm.com/important-disclosure-information.