Segment Ranked by Forbes: Best-In-State Wealth Advisors

Segment Ranked by Forbes: Best-In-State Wealth Advisors

Segment is proud to be ranked for the second year in a row on Forbes’ list of “Best-In-State Wealth Advisors.” Segment is #8 in Houston’s High-Net-Worth category, out of the 88 other Houston-area firms listed. See the full ranking and research methodology. CLIENT PROFILE Segment takes on clients interested in managing their wealth by implementing…

Segment Ranked by HBJ among Houston’s Top Wealth Management Firms
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Segment Ranked by HBJ among Houston’s Top Wealth Management Firms

For the tenth consecutive year, Segment has been included among the Largest Houston-Area Wealth Management Firms by the Houston Business Journal. For 2023, Segment ranks 17th among the largest firms in Houston. We are proud to serve our clients and are grateful for their continued trust in us. Subscribers can follow this link to see…

COVER STORY: 10 Most Influential Finance Executives to Watch
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COVER STORY: 10 Most Influential Finance Executives to Watch

From Financial Advisor to Published Author: Gil Baumgarten’s Multi-Faceted Success Our very own Gil Baumgarten was featured on CIO View’s May 2023 cover as an “Influential Finance Executive to Watch in 2023.” Gil shares the journey of his career, how to navigate the tax code, and his future plans for Segment Wealth Management. “In today’s…

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