Segment Wealth Management

After 26 years with Smith Barney and UBS, Gil Baumgarten founded Segment Wealth Management in 2010. The Houston-based advisor has twice been named to BARRON’S Winner’s Circle List of the top 1000 Wealth Advisors in America, and he’s also appeared on BARRON’S Texas Top 50 list of the Best and Brightest Money Managers in the state.

In this testimonial, Gil describes how his work benefits from BlazePortfolio’s ATOM ALIGN trade management technology. 

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