ABOUT US
Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial success.
We know investors often spend their time, money, and energy managing their wealth without seeing the results they want.
We also know that the typical brokerage firm often presents itself as the key to unlocking exceptional results. But the products and solutions they pitch also tend to bring unwelcome tax surprises and often hidden costs. Your inquiries about taxes are sometimes dismissed or justified with cliches about profits and taxes being evidence of profitable activity.
Many investment taxes are deferrable and, in many cases, avoidable altogether. It simply requires intentionality about suppressing taxable activity and understanding the incentives in the tax code. Clients don’t want a tax lesson, but they also don’t want to wander aimlessly into a tax hazard by way of neglect or transactional conflicts of interest.
Segment is a fee-only RIA that is legally bound to prioritize our clients’ best interests. We keep costs and taxes to an absolute minimum so you and your family are set up to succeed. Our founder has over 40 years of investing experience, the last 15 years in a fully fiduciary capacity.
Our process is simple. We align our success with yours, allocate your assets according to your risk level, and optimize our strategies to your specific goals. We believe you can have financial success and gain peace of mind.
Since 2018, Segment has been perennially listed as one of the Largest Houston-Area Wealth Management Firms by the Houston Business Journal. (See ranking methodology.)
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Segment Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Segment Wealth Management, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
Investments & Wealth Institute TM (The Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.