Segment Wealth Management, LLC

Investment ManagementTexas, United States2-10 Employees

Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial success. Segment specializes in investment strategies and provides asset management services, with customized portfolio construction integrating highly disciplined tax and risk management. The Houston Business Journal and Forbes rank Segment among the leading wealth management firms in Houston.

Segment Wealth’s team are passionate about delivering an independent wealth experience to their clients which will allow them to stress less and live the life they have always envisioned for their business and family.

Founder and CEO, Gil Baumgarten, is a 41-year veteran of the investment industry. After beginning his career at EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found that Wall Street routinely emphasized its own interests over the clients. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align. 

Gil is ranked among the “Top 100 Independent Advisors in America” by Barron’s, where he also ranked in the “Top 20 Advisors in Texas.” Forbes named Gil on their list of “Best-In-State Wealth Advisors.” In 2019, Gil was named one of "America’s Top-20 Thought Leaders" on the topic of Exchange Traded Funds by Barron’s and The Wall Street Journal. 

In 2021, Gil released his first book on investing titled, “FOOLI$H: How investors Get Worked Up and Worked Over By the System,” which hit Best Seller status on Amazon.

Please see https://segmentwm.com/important-disclosure-information.

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