Segment Wealth Management

Forbes has included Segment among the Best-In-State Wealth Advisors, where we rank in the top-five advisors in Houston!

Over the past few years, we’ve invested in expanding our team, strengthening our technology, and building resources to better serve families with significant wealth.

Our goal is simple: to help clients achieve their ambitions today while preserving harmony and prosperity for future generations.

To our clients — thank you for your trust. To those we haven’t met yet — Are you curious about what makes Segment different?

Forbes 2026 Best-In-State Wealth Advisors List The 2026 Forbes Best in State Wealth Advisors List ranks the top financial advisors across America. Click to find the best financial advisor in your state today. (edited)

Segment ranks among Barron’s "Top 1500 Advisors in America," where we remain a Top 25 firm in Texas. We are proud to continue serving our clients and appreciate their trust in us.

2026 Top 1500 U. S. Financial Advisors Ranked by State

The past six months have exposed a fundamental tension within evergreen private credit vehicles.

Private credit is not inherently broken, and it is not a Ponzi scheme. But structure matters, especially when liquidity expectations collide with illiquid assets.

Private Credit's Liquidity Problem: Why redemption pressure is exposing structural tensions in private credit funds - Segment Wealth Management It has not been a good past six months for private credit. Last September, several portfolio companies financed by private credit filed for bankruptcy, drawing attention to credit quality concerns and prompting investor discussion about risk concentrations and stress in loan books.

Investor behavior is rarely driven by statistics alone. More often, decisions are shaped by emotion; how outcomes feel rather than how likely they are.

This tendency leads many investors to overestimate certain risks while quietly accepting others that are far more damaging over time. Understanding this imbalance is central to how we think about portfolio construction.

Invisible Risks Loom Large - Segment Wealth Management Investor decisions are often shaped by emotion; how outcomes feel rather than how likely they are. This tendency leads many investors to overestimate certain risks while quietly accepting others that are far more damaging over time.

Our Senior Portfolio Manager, Ryan Farias, shares his thoughts on the outlook for artificial intelligence in 2026 and how AI impacts the investment landscape.

Check out his interview with Investing News Network below!

The Performance Chasm: Is the AI Rally Over or Just Shifting Gears? The investment landscape of 2025 will be remembered for its historic divide, where the widespread boom in artificial intelligence (AI) created a tale of two worlds in the stock market.On one side, the Magnificent 7 and specialized players like Palantir Technologies (NASDAQ:PLTR) drove massive gains....

A recent article in the Wall Street Journal explores what happens when private-market funds holding loans and other illiquid assets are abruptly subjected to market-based price discovery.

What changed was not the assets themselves, but the transparency with which they were priced.

Check out our most recent musing below, written by Segment Wealth's President, Bill Enszer.

The Illusion of Calm in Private Credit - Segment Wealth Management Private credit can play a role in a well-constructed portfolio, but only when investors understand how assets are valued, how liquidity is provided, and what risks are being masked by design rather than mitigated by fundamentals.

Gil Baumgarten was honored to spend some time with the governor last week discussing Turning Point USA and its initiatives in Texas. The organization is working in cooperation with the governor and lieutenant governor to install TPUSA chapters on every high school campus in Texas. They already have one on almost every college campus. Segment Wealth Management, acting with a handful of clients, is pleased to partner with TPUSA in continuing to expand Charlie Kirk’s legacy and message. The budget for this initiative is $10 million, and we were pleased to present a check to get them well on their way.

We’re excited to share that Segment has been named one of Barron’s “Top 100 Independent Advisors” nationwide!

See the full list: https://segmentwm.com/blog/segment-ranked-among-barrons-top-100-independent-advisors/

Since 2017, we’ve been recognized among the “Top 1,200 Advisors in America,” but reaching the Top 100 is a new milestone that reflects the trust of our clients and the growth of our firm.

Over the past few years, we’ve invested in expanding our team, strengthening our technology, and building resources to better serve families with significant wealth.

Our goal is simple: to help clients achieve their ambitions today while preserving harmony and prosperity for future generations.

To our clients — thank you for your trust. To those we haven’t met yet — Are you curious about what makes Segment different?

Learn more about our philosophy and investment strategies: https://segmentwm.com/philosophy

Once again, Segment ranks among Barron’s Top 1200 Advisors in America, landing in the “Top 20 in Texas” for the second year in a row. We are proud to continue serving our clients and appreciate their trust in us.

For many reasons, Segment is a bit of an anomaly in the advice business. One reason being our confidence that stocks will outperform over time. Read Gil's latest musing, "Oddity or Anomaly?": https://segmentwm.com/blog/oddity-or-anomaly/

2025 Top 1200 U. S. Financial Advisors Ranked by State Barron's 2025 ranking of the nation's best financial advisors state by state.