A complete list of active advisors currently associated with Segment Wealth Management, LLC
Warmer can help you find a great advisor at Segment Wealth Management, LLC or one who fits your needs even better.
Segment Wealth Management provides discretionary and non‑discretionary investment management to individuals, business entities, pension and profit‑sharing plans, trusts, estates and charitable organizations, and also offers retirement plan consulting and participant education. The firm reports approximately $2.07 billion in discretionary assets under management as of December 31, 2025 and delivers ongoing portfolio monitoring, asset allocation and implementation across separately managed accounts, mutual funds and ETFs. Its investment approach mixes ETF‑based asset allocation with actively managed equity strategies (including growth, low‑volatility dividend, and rising‑dividend approaches) and tailored fixed‑income portfolios (municipal and corporate bond ladders). The firm may employ derivatives and structured products in separately managed accounts — including options strategies (covered calls and cash‑secured put selling), occasional use of inverse/leveraged ETFs, and structured notes — and treats cash as an asset class for defensive positioning. Noteworthy distinctions include an affiliation with a law firm (clients may engage estate‑planning services separately through the affiliated firm, with the adviser disclosing that conflict) and an explicit posture that it does not hold itself out as providing comprehensive financial planning, only limited consultation on non‑investment matters. The firm also documents multiple named strategies and a broad equity composite whose performance is tied to market benchmarks, and it generally places client assets with institutional custodians such as Charles Schwab and Vanguard.
To learn more about the advisors currently working at Segment Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 26
| |
Houston, TX
| 2
| |
Houston, TX
| 6
|
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