Segment Wealth Management

Segment Wealth Management Segment Wealth Management is a leading firm in Houston owned and operated by Gil Baumgarten, an award-winning, 40+ year veteran.

Barron's ranks Segment a "Top 100 Independent Advisor in America" and a "Top 25 Firm in Texas." Segment Wealth Management is registered with the SEC as a Registered Investment Adviser. Segment provides fee-only investment advisory services specific to the needs and objectives of each client. Assets are generally allocated between various strategies that invest in individual stocks, municipal bonds, investment grade bonds, and ETFs.

Forbes has included Segment among the Best-In-State Wealth Advisors, where we rank in the top-five advisors in Houston! ...
04/15/2026

Forbes has included Segment among the Best-In-State Wealth Advisors, where we rank in the top-five advisors in Houston!

Over the past few years, we’ve invested in expanding our team, strengthening our technology, and building resources to better serve families with significant wealth.

Our goal is simple: to help clients achieve their ambitions today while preserving harmony and prosperity for future generations.

To our clients — thank you for your trust. To those we haven’t met yet — Are you curious about what makes Segment different?

The 2026 Forbes Best in State Wealth Advisors List ranks the top financial advisors across America. Click to find the best financial advisor in your state today. (edited)

Address

3040 Post Oak Boulevard Suite 1725
Houston, TX
77056

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4pm

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