Segment Wealth Management, LLC Email Format

Investment ManagementTexas, United States11-50 Employees

Segment Wealth Management, LLC operates in the investment management and fiduciary advisory space, offering asset management and investment strategies. It emphasizes low fees, tax efficiency, and a long-term perspective, constructing customized portfolios that integrate disciplined tax and risk management. The firm seeks to provide an independent wealth experience for clients, aiming to reduce stress and support long-term financial objectives for individuals and families.

Based in Houston, Texas, the company was founded in 2010 by Gil Baumgarten, a veteran in the industry who previously worked at EF Hutton, UBS, and Smith Barney. Segment Wealth Management is SEC-registered and has been recognized by industry outlets such as Barron's and Forbes, as well as the Houston Business Journal, for its standing among top wealth-management firms in the area. In August 2023, it was listed among the largest Houston-area wealth management firms for the tenth consecutive year.

Get verified Segment Wealth Management, LLC emails free

Company overview Employee directory