More than Advice... Advocacy.®
Gil has built his career around the idea of advocating for his clients.
Gil knows investors often spend loads of time, money, and energy managing their wealth without seeing the results they want. After 25 years working on Wall Street, he also knows that the typical brokerage firm presents themselves as the key to unlock mind-blowing results for anyone willing to pay for their services. By now, you’ve likely realized how empty the promises of ‘financial advice’ can be, yet how difficult the financial ecosystem is to navigate alone. That’s why Gil made a break for it and started his own fee-only advisory services firm, Segment Wealth Management. Segment exists to advocate for you, helping you gain maximum value from your portfolio.
(Please see important disclosure information.)
Full-Service Wealth Management
Investment Strategy Development
Segment works with clients to gauge risk tolerance and develops an investment strategy to optimize their results. Gil’s 40 years of experience guides him to ask the right questions to help clients determine their true goals.
Asset Management
Many Investment Advisors help determine strategy but outsource the stock picking to third parties. At Segment, asset management is built in-house for two reasons: to save client fees, and to allow for greater tax control and customization. Having greater control also facilitates powerful charitable giving strategies.
Tax Strategy
Reducing client taxes is another factor to which we pay close attention. We think about taxes over the long-term, avoiding as much as we can today, but also optimizing your tax strategy over a lifetime. We integrate with clients’ CPAs to better understand the full picture and provide the best advice possible.
Integration with Estate Planning Attorneys
We integrate with estate planning attorneys to facilitate robust planning and to inform portfolio decision-making.
Speaking
Business Events and Conferences
Individuals often spend loads of time, money, and mental energy crafting plans to invest and manage their wealth. As they begin to invest, however, they quickly realize how complicated and difficult the financial ecosystem is to navigate. Eventually, most seek a relationship with a broker or two or a trustworthy fiduciary advisor, who will advocate for them. Of course, they expect exceptional returns from their financial relationships, but in the end, they simply want relief. They don’t want their financial well-being to be their problem anymore. They just want peace of mind. View Media
Segment Wealth Management, LLC (“Company”) is an SEC registered investment adviser located in Houston, Texas. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Gil Baumgarten is an registered investment advisor representative with Segment Wealth Management. Mr. Baumgarten is also the President [and other title(s)] for Segment Wealth Management.
Learn about the world of investing from an industry veteran. Gil's Musings are inspired by Gil's thoughts on timely finance topics, stock market trends and the psychology behind smart investments.
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