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 serves individuals (including high‑net‑worth clients), business entities, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm provides discretionary and non‑discretionary portfolio management, retirement‑plan consulting, and limited consulting on non‑investment matters while referring implementation work (tax, estate, insurance) to outside professionals. Its investment approach combines ETF‑based asset allocation with active equity and fixed‑income management and alternative allocations, delivered through named strategies such as the Segment ETF Strategy, Core ETF, Tax‑Efficient Rising Dividend, BRKB‑VTI, and various municipal and corporate bond portfolios. The firm also employs options strategies (covered calls and cash‑secured puts), may use structured notes, treats cash as an asset class for defensive positioning, discloses participation in an affiliated private fund for qualified clients, and states it does not recommend or exercise discretionary authority to purchase cryptocurrencies. What is noteworthy relative to peers is the firm’s disclosed affiliation with an independent law practice (Stuart Green Law), where an employed attorney may be engaged separately for estate‑planning work — a relationship the brochure identifies as a potential conflict of interest but for which the firm does not receive compensation. The brochure also highlights an affiliated private investment fund (VEP II Orchard, LLC) and a mix of tax‑aware, concentrated (e.g., BRKB‑VTI) and customized fixed‑income laddering strategies, alongside managing approximately $2.07 billion of client assets with a relatively small advisory team.

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.