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Segment Wealth Management

Investment Management
+1 713-800-7150
3040 Post Oak Blvd, Houston, Texas, United States, 77056, Houston, Texas
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About Segment Wealth Management

Segment Wealth Management, LLC is a fee-only advisory firm offering investment management and advisory services. They focus on long-term results, emphasizing risk and cost management, and tax sensitivity. Their services include customized investment strategies and estate administration assistance. The target audience includes entrepreneurs, executives, professionals, and non-profit organizations. The unique selling proposition is their fiduciary commitment, ensuring alignment with clients' interests, and a focus on minimizing costs and taxes to maximize financial success. They are recognized for their expertise and ranked among top firms in Texas by Barrons and the Houston Business Journal[1][2].

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