Gil’s Musings

Segment Ranked on HBJ’s List of Top Wealth Management Firms in Houston

Largest Houston-Area Wealth Management Firms

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 entire ranking.

CLIENT PROFILE

Segment takes on a few new clients each year who are interested in managing their wealth by strategic focus on suppressing taxes. Segment optimizes client portfolios to mesh with the most generous parts of the tax code. This focus magnifies the benefits to subsequent generations and the charities that clients support during their lifetimes. 

View Client Profile

Segment Strategies

Please see IMPORTANT DISCLOSURE information.

*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. 

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