Segment Wealth Management

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 r... isk management. The Houston Business Journal ranks Segment among the Largest Houston-Area Wealth Management Firms. Segment Wealths 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 39-year veteran of the investment industry. After beginning his career at EF Hutton in the early 2010s, 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 a multi-year recipient of the "Top 1,200 Financial Advisors in America" distinction by Barrons, where he also ranked in the Top 25 Advisors in Texas. In 2019, Gil was named one of "Americas Top-20 Thought Leaders" on the topic of Exchange Traded Funds by Barrons and The Wall Street Journal. The Houston Business Journal included Gil among the "Most Admired CEOs in Houston" in 2022. In 2021, Gil launched 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.Read More