Segment Wealth Management

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

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.

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.