Segment Wealth Managment
is an award-winning, fee-only advisory services firm located in the Galleria area of Houston, TX. (Please see Limitations.)
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. Learn More
Segment's clients are interested in long-term results, with an emphasis on risk and cost management. Client Profile
Segment's President, Gil Baumgarten, is a 36-year veteran of the securities and investment industry. Along with his industry experience, Gil is an avid outdoorsman, award-winning woodworker and active member of various charities around the Houston area. Learn More About Gil
Segment does not receive commissions or payments from third parties. Segment Wealth Management is registered with the SEC as a Registered Investment Advisor. Segment utilizes third-party custodians, such as Charles Schwab & Co., Inc. (“Schwab”) to provide order execution as well as secure client asset custody and reporting services.