For the eleventh consecutive year, Segment has been included on HBJ’s list of the Largest Houston-Area Wealth Management Firms. Segment ranks in the top “Private and Family Wealth Management Firms” category. We are proud to serve our clients and are grateful for their continued trust in us. Subscribers can follow this link to see the…
Segment is proud that our leader and advisor, Gil Baumgarten, has been named on Forbes’ Best-In-State Wealth Advisors list for the second year in a row. Gil is ranked #8 in Houston’s High-Net-Worth category, out of the 88 other Houston-area firms listed. See the full ranking and research methodology. Please see IMPORTANT DISCLOSURE information. *Please Note: Limitations….
We are proud to be included once again in Barron’s “Top 1,200 Financial Advisors,” where we are ranked #19 among advisors in Texas and #5 in Houston. We have made the list 10 times since 2009, and have ranked consecutively for the last eight years. We are proud that our position on the list has improved every…
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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