• Segment Wealth Management Office Books
Barron's 2018 Smallest.jpg

Barron's Top 1,200 Financial Advisors for 2018

March 2018

TexasCEO_logo.png

The Aftermath of Hurricane Harvey

September 2017

Barrons best yellow smaller.jpg

Barron’s Top 1,200 Financial Advisors for 2017

March 2017

houstonb-journal-logo.png

Top Houston-Area Wealth Management Firms

February 2017

Top Financial Advisers

houstonb-journal-logo.png

Top Houston-Area Wealth Management Firms & Practices

  • Investment Minimum of $2M - $3M for New Clients
  • April 2015
nabcap Premier Advisors Segment Wealth Management

NABCAP Top Wealth Managers of Houston

Houston Business Journal – June 2013

schwab-logo.png

Schwab Institutional Pacesetter Award - Finalist

Top Five Finalist – The Firm With the Fastest Asset Growth – 2013

BARRON'S Top 1,000 Advisors

2010 - Ranked 33 in Texas

2009- Ranked 46 in Texas

txmonthly-logo.png

Texas Monthly Magazine

Five Star Wealth Manager

  • Main 713.800.7150
  • Toll Free 877.499.7150
  • Fax 713.800.7066

Segment Wealth Management