Segment Wealth Management
A Top 20 firm in Texas, as ranked by Barron’s.*
MORE THAN ADVICE…
ADVOCACY.®
At Segment Wealth Management, we serve as trusted fiduciary partners to high-net-worth individuals (HNWIs) and families. As a fee-only Registered Investment Advisor (RIA) firm, we provide personalized wealth management services rooted in advocacy, clarity, and long-term strategy.
Our Process: Align. Allocate. Optimize.
At Segment, our philosophy is as focused as our approach:
01
Align
We are a fiduciary-first wealth management firm — legally and ethically committed to acting in your best interest. Every strategy begins with understanding your unique goals, values, and risk profile.
02
Allocate
As an independent investment management firm, we design custom portfolios using tax-efficient strategies tailored to your objectives. We emphasize thoughtful asset allocation to support generational wealth planning.
03
Optimize
y minimizing unnecessary friction, fees, and tax drag, we create long-term value. Our in-house investment management strategies are designed to preserve wealth and maximize after-tax return
About Segment Wealth Management
Award-winning, Fee-only advisory firm.
Segment Wealth Management is an award-winning private wealth management firm based in Houston, TX serving clients throughout the United States.
Our team includes certified financial professionals who specialize in high-net-worth and ultra-high-net-worth (UHNW) wealth management, estate planning coordination, tax suppression strategies, and strategic asset management.
We help clients navigate complex financial lives through clear communication, disciplined execution, and unwavering integrity.
40
years of experience
About Segment Wealth Management
Award-winning, Fee-only advisory firm.
Segment Wealth Management is an award-winning private wealth management firm based in Houston, TX serving clients throughout the United States.
Our team includes certified financial professionals who specialize in high-net-worth and ultra-high-net-worth (UHNW) wealth management, estate planning coordination, tax suppression strategies, and strategic asset management.
We help clients navigate complex financial lives through clear communication, disciplined execution, and unwavering integrity.
Reliability
We are available and responsive to our clients. We are focused, precise, and consistent in our strategies and their implementation.
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.
Truth
We behave with respect, integrity, and character. We are accurate, realistic, and accountable. We always act fairly and comply with all laws.
40+
years of experience
Our Capabilities
Comprehensive Wealth Management
Every client brings a different set of goals, responsibilities, and risks. At Segment, we provide a disciplined framework that brings structure to complexity — helping families navigate investment, tax, estate, and philanthropic decisions with confidence and clarity.
Our approach to wealth management integrates personalized asset allocation, strategic tax suppression, and legacy-minded planning — all aligned to your long-term objectives.
Client Profile
Who We Serve
Our clients are high-net-worth individuals (HNWIs), ultra HNWI, and families with a long-term perspective on wealth. They seek an independent private wealth management advisor who prioritizes:
If you’re seeking a private wealth manager who will act as your financial advocate, we invite you to connect.
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.
We are often called upon to develop investment policies and plans for non-profit organizations. We often make very aggressive fee concessions for non-profits, and have provided many services pro bono. The nature of the non-profit environment only magnifies the need for stewardship, prudence, efficiency, and transparency.
We provide clients with investment management and administrative assistance during and after the estate administration period. Many wealthy clients want to leave their heirs more than just money; they want their values and strategies to endure beyond their lifetimes. A trusted family advisor can provide a critical third party link to educate and influence multiple generations.
The turmoil of a divorce often creates the need for new financial advisory relationships. It is especially important for the new advisor to be a fiduciary, since the newly independent spouse may be unskilled and vulnerable to conflicted advice. A fee-only advisor brings comfort that they are only being compensated with client fees, and not the undisclosed conflicts of interest so prevalent in the brokerage world.
Ultra High Net Worth clients often find their needs to be too complex to be handled well at traditional brokerage firms offering rigid and expensive solutions. Families with assets under $500 million may also find building out their own investment team can be daunting and equally expensive. Outsourcing these tasks to an experienced fiduciary firm with flexible and customized capabilities can provide compelling advantages over other solutions.
Gil’s Musings
Segment Ranked Among Barron’s “Top 100 Independent Advisors”
Navigating Market Volatility: A Perspective for Investors
LET’S TALK.
- Main 713.800.7150
- Toll Free 877.499.7150
- Fax 281-962-4605
VISIT US.
3040 Post Oak Boulevard, Suite 1725
Houston, Texas 77056