Segment Wealth Management

Segment Wealth Management is registered with the SEC as a Registered Investment Adviser. Segment Wealth Management is a fee-only advisory services firm. Segment's clients are interested in long-term results, with an emphasis on risk and cost manageme...

Segment Wealth Management is registered with the SEC as a Registered Investment Adviser. Segment Wealth Management is a fee-only advisory services firm. Segment's clients are interested in long-term results, with an emphasis on risk and cost management, as well as sensitivity to tax issues. At Segment, we lead with respect, integrity, and character. We are dedicated to our clients, using focused, consistent strategies to deliver superior performance. In addition to being fee and tax sensitive, we are always reliable and responsive. Segment Wealth Management is registered with the SEC as a Registered Investment Advisor. Segment utilizes third-party custodians, such as Charles Schwab & Co., Inc., to provide order execution and secure client asset custody and reporting services. We do not receive commissions or payments from third parties.