Segment Wealth Management

Services Offered

• Wealth management
• Asset management
• Investment management
• Tax-efficient portfolio management

About

Segment Wealth Management is a fee-only Registered Investment Advisor located in Houston, Texas. The firm specializes in personalized wealth and asset management for high- and ultra-high-net-worth clients, typically individuals, families, and entrepreneurs with $5M or more in investible assets. They offer tax-efficient portfolios that include stocks, ETFs, and bonds, focusing on capital preservation, risk management, and multigenerational wealth building. With over 40 years of experience, the firm is recognized for its fiduciary-led approach and proactive guidance.

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