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 and retirement-plan consulting to individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations on a fee-only, percentage-of-assets basis. The firm delivers ongoing portfolio monitoring and implements allocation decisions under written advisory agreements, and may offer limited non-investment consultations while referring implementation work (tax, legal, insurance) to outside professionals. The firm runs a suite of named strategies — including the Segment ETF Strategy, Segment Core ETF, Tax‑Efficient Rising Dividend, Growth, Low Volatility Dividend, BRKB‑VTI, and distinct municipal and corporate bond portfolios — that combine long‑term core ETF exposures with more actively traded satellite positions and individual equity selections. Segment also uses options and other structured/derivative instruments in separately managed accounts (covered calls, cash‑secured puts, occasional inverse/leveraged ETFs and structured notes) for income or risk management, and it does not recommend direct cryptocurrency purchases, preferring ETFs, separate managers or private funds for crypto exposure if requested. The firm is notable for several features that differ from many peers: it manages over $2.06 billion while operating with a small advisory team, advises an affiliated private fund (VEP II Orchard, LLC) though it disclaims involvement in the fund’s day‑to‑day management, and it discloses strategy performance through named composites and periodic reporting. Segment also employs an attorney who can be engaged separately through Stuart Green Law for estate work (a disclosed conflict with no fee sharing), and the brochure emphasizes that comprehensive financial planning services are not generally offered.

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.