Limitations & Ranking Methodology

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Segment Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services.

*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the  investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the  investment professional’s firm.  ANY QUESTIONS: Segment Wealth Management, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. 

Ranking Methodology & Information: Forbes, Best-In-State 2025 (All data as of 6/30/2024) See Methodology, Barron’s, America’s Top 1200 Advisors 2025, Top 20 Advisors in Texas 2025 (All data as of 9/30/2024) See Methodology, Houston Business Journal, Houston-Area Private Wealth Management Firms 2024 (All data as of 12/31/2023) See Methodology, Barron’s Top 100 Independent Advisers 2025 (All data as of 6/30/25) See Methodology, Forbes, America’s Top RIA Firms 2025 (All data as of 3/21/25) See Methodology.

*No compensation was provided in connection to obtaining or using the third-party rankings