Segment Wealth Management

Segment Wealth Management is a leading firm in Houston owned and operated by Gil Baumgarten, an award-winning, 40+ year veteran.

Barron's ranks Segment a "Top 100 Independent Advisor in America" and a "Top 25 Firm in Texas." Segment Wealth Management is registered with the SEC as a Registered Investment Adviser. Segment provides fee-only investment advisory services specific to the needs and objectives of each client. Assets are generally allocated between various strategies that invest in individual stocks, municipal bonds, investment grade bonds, and ETFs.