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Submitted URL: https://www.segmentassetmanagement.com/
Effective URL: https://segmentwm.com/
Submission: On August 24 via api from US — Scanned from DE
Effective URL: https://segmentwm.com/
Submission: On August 24 via api from US — Scanned from DE
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Skip to content * Home * AboutExpand * Segment * Gil Baumgarten * Team * Our Philosophy * Our Strategies * Client Profile * Giving Back * Blog * Contact * DisclosuresExpand * Form ADV * Form CRS LOGIN Toggle Menu A “TOP 20” FIRM IN TEXAS, AS RANKED BY BARRON’S. MORE THAN ADVICE… ADVOCACY.® Segment Wealth Management is a fee-only advisory services firm. Learn More 01 -------------------------------------------------------------------------------- ALIGN We chose to register as a fully fiduciary firm — meaning we are legally required to advocate for our clients’ best interests. 02 -------------------------------------------------------------------------------- ALLOCATE We assess client goals and deploy assets in a customized strategy mix that best fits their needs. 03 -------------------------------------------------------------------------------- OPTIMIZE We remove unnecessary costs, friction, and fees from the investment process. ABOUT SEGMENT WEALTH MANAGEMENT AWARD-WINNING, FEE-ONLY ADVISORY FIRM. Segment’s philosophy is centered on the core values of clarity, reliability, performance, and truth. Our investment strategies are founded on the fundamental beliefs that the markets are efficient, and investors are irrational. Please see limitations. ALIGN | ALLOCATE | OPTIMIZE Read More 40 years of experience CLARITY We make it easy to do business with us by communicating clearly and concisely. Get in Touch RELIABILITY We are available and responsive to our clients. We are focused, precise, and consistent in our strategies and their implementation. Get in Touch PERFORMANCE We are dedicated to achievement and performing to the highest professional standards. We are prepared, and will always strive to deliver superior service and execution. Get in Touch TRUTH We behave with respect, integrity, and character. We are accurate, realistic, and accountable. We always act fairly and comply with all laws. Get in Touch CLIENT PROFILE SEGMENT’S CLIENTS ARE INTERESTED IN LONG-TERM RESULTS, WITH AN EMPHASIS ON RISK AND COST MANAGEMENT, AS WELL AS SENSITIVITY TO TAX ISSUES. * Individuals * Non-Profits * Trustees & Executors * Divorcees * Outsourced Family Office Individuals Our individual clients are typically entrepreneurs, corporate executives, or professionals, such as doctors or lawyers. Regardless of the means by which the wealth has been obtained, Segment addresses the universal challenges to managing that wealth by implementing realistic strategies that allow individuals to rule their money, and not the other way around. Non-Profits We are often called upon to develop investment policies and plans for non-profit organizations. We often make very aggressive fee concessions for non-profits, and have provided many services pro bono. The nature of the non-profit environment only magnifies the need for stewardship, prudence, efficiency, and transparency. Trustees & Executors We provide clients with investment management and administrative assistance during and after the estate administration period. Many wealthy clients want to leave their heirs more than just money; they want their values and strategies to endure beyond their lifetimes. A trusted family advisor can provide a critical third party link to educate and influence multiple generations. Divorcees The turmoil of a divorce often creates the need for new financial advisory relationships. It is especially important for the new advisor to be a fiduciary, since the newly independent spouse may be unskilled and vulnerable to conflicted advice. A fee-only advisor brings comfort that they are only being compensated with client fees, and not the undisclosed conflicts of interest so prevalent in the brokerage world. Outsourced Family Office Ultra High Net Worth clients often find their needs to be too complex to be handled well at traditional brokerage firms offering rigid and expensive solutions. Families with assets under $500 million may also find building out their own investment team can be daunting and equally expensive. Outsourcing these tasks to an experienced fiduciary firm with flexible and customized capabilities can provide compelling advantages over other solutions. See Disclosure Information GIL’S MUSINGS RECESSION AND VOLATILITY August 22, 2024 · Gil Baumgarten For over two years, economists have been predicting a recession. As their timing has proven quite poor, recent market gains were built on the expectations that they were flat-out… Read More Recession and Volatility ESTATE TAX CONSIDERATIONS July 15, 2024 · Gil Baumgarten Back in 2017, Congress made changes to the tax code via the passage of the Tax Cuts and Jobs Act (TCJA). One of its provisions raised the Lifetime Gift… Read More Estate Tax Considerations LET’S TALK. Info@segmentwm.com * Main 713.800.7150 * Toll Free 877.499.7150 * Fax 713.800.7066 VISIT US. 3040 Post Oak Boulevard, Suite 1725 Houston, Texas 77056 * Facebook * LinkedIn Segment Wealth Management is an award-winning, fee-only advisory services firm located in the Galleria area of Houston, TX. Facebook Linkedin USEFUL LINKS * Client Relationship Summary * Form ADV CALL US * Main 713.800.7150 * Toll Free 877.499.7150 * Fax 713.800.7066 WRITE * Info@segmentwm.com VISIT 3040 Post Oak Blvd. Ste. 1725 Houston, TX 77056 © 2024 Segment Wealth Management. All rights reserved. Site by B3 Advisors * Home * AboutToggle child menuExpand * Segment * Gil Baumgarten * Team * Our Philosophy * Our Strategies * Client Profile * Giving Back * Blog * Contact * DisclosuresToggle child menuExpand * Form ADV * Form CRS