Coyote Wealth
Financial Advisor

Segment Wealth Management

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated May 5, 2026.

Award-Winning Fee-Only Wealth Management for HNW Families

Houston, TX

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About Segment Wealth Management

Segment Wealth Management is a Barron's Top 100 Independent fee-only RIA in Houston, TX with 40+ years of combined experience serving high-net-worth and ultra-high-net-worth individuals and families. Their team of CFPs specializes in customized investment strategies, estate planning, tax optimization, and multi-generational wealth transfer for clients who have accumulated significant wealth through business ownership, executive compensation, or inheritance.

Services & Specialties

Services

Tax Optimization
Business Owner Planning

Financial Advisor Specialties

Wealth Management
Investment Management
Estate Planning
Retirement Planning

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Pricing

AUM-Based

States Served

TX

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