HOUSTON, TX – 08/11/2017 (PRESS RELEASE JET) — Financial advisor Gil Baumgarten was recognized earlier this summer during Barron’s Houston Regional Summit as one of “America’s Top 1,200 Financial Advisors.”
The Summit, held at the St. Regis Houston and sponsored by OppenheimerFunds, featured guest speakers who discussed a variety of topics and trends in relation to the financial and business industries across the nation, as well as in the city of Houston.
“It’s such an honor to be included in this nation-wide list of financial specialists,” said Baumgarten, president of Houston-based Segment Wealth Management. “At Segment, we do strive every day to bring the highest level of integrity, professionalism, knowledge and performance to our clients so this recognition is invaluable to us.”
Barron’s, a renowned financial magazine, produces this special report every year which lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Among the factors considered for the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
“This challenging environment is the type in which Barron’s Top 1,200 Financial Advisors really earn their keep,” said Barron’s Editor Steve Garmhausen in a March 4th article. “Their combination of investing prowess and soft skills enables them to see what’s important, cut through the emotion, and reassure clients.”
Segment Wealth Management is a fee only advisory service provider and does not receive commissions or payments from third parties. Segment Wealth Management is registered with the SEC as a Registered Investment Advisor, utilizing third-party custodians, such as Charles Schwab & Co., Inc. (“Schwab”) to provide order execution as well as secure client asset custody and reporting services. Segment is located at 3040 Post Oak Blvd., Ste. 1725. For more information, please call 713.800.7150.
Photo Caption: (L to R) Sterling Shea, Barron’s Associate Publisher, Head of Wealth Management Programs and Gil Baumgarten, President of Segment Wealth Management
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