Segment Wealth Management is a fee-only advisory services firm.
The rules of engagement at traditional brokerages often put their advisors in a spot requiring sub-optimal recommendations to clients in order to feed the firm’s multi-pronged revenue models. At Segment, we are incentivized and legally obligated to sniff out these conflicted drags on client results and construct portfolios in a more optimal manner. We advocate for clients by positioning their portfolios in such a way that they own all of the "gray areas", not the brokerage firm.
We are committed to behaving with respect, integrity, and character. We are dedicated to our clients, using focused, consistent strategies to deliver superior performance. We are fee and tax sensitive. Most of all, we are always reliable and responsive to our clients.
Clarity
Concise and accurate information convey our superior service.
Achievement
We're prepared for performance at the highest level.
Reliability
We see our strategies through with focus and consistency.
Segment Wealth Management is registered with the SEC as a Registered Investment Advisor. Segment utilizes third-party custodians, such as Charles Schwab & Co., Inc., to provide order execution as well as secure client asset custody and reporting services. We do not receive commissions or payments from third parties.
