Segment is proud to announce that we have been named one of Barron’s “Top 100 Independent Advisors” nationwide!

Since 2017, Segment has been annually recognized among Barron’s “Top 1,200 Advisors in America,” but achieving a spot in the Top 100 is a new milestone that reflects the trust of our clients and the growth of our firm.

Over the past few years, we’ve invested in expanding our team, strengthening our technology, and building resources to better serve high-net-worth and ultra-high-net-worth families.

Our goal is simple: to help clients achieve their ambitions today while preserving harmony and prosperity for future generations.

To our clients—thank you for your trust. To those we haven’t met yet—we’d love to show you what makes Segment different.

If you’re ready to bring clarity and cohesion to your long-term financial life, we invite you to connect with our team to see how we can help. We also invite you to subscribe to Gil’s Musings to receive investment management and market insights and stay on top of our latest research.

Follow the link to view the full list: Barron’s Top 100 Independent Advisors

Click here for more information on the requirements to make the list: Barron’s Top 100 Methodology

Please see IMPORTANT DISCLOSURE information.