Charles Plaster

Charles Plaster is a Senior Analyst at Segment Wealth Management, LLC, a leading fee-only Registered Investment Advisor firm based in Houston, TX, where he specializes in supporting comprehensive wealth management strategies for high-net-worth and ultra-high-net-worth clients. In his current role, Plaster contributes to the research, portfolio analysis, and asset allocation processes, working closely with the advisory and portfolio management teams to optimize investment outcomes and support disciplined strategies aligned with clients' long-term financial goals.

His expertise spans multi-asset portfolio construction, with a particular focus on tax-efficient investing, strategic asset management, and generational wealth planning for individuals and families. At Segment Wealth Management, the team is known for bespoke investment approaches that often include equities, fixed income, ETFs, and alternative assets, all designed to minimize costs and maximize after-tax returns for their sophisticated clientele.

Plaster joined Segment Wealth Management in 2018, advancing from Analyst to Senior Analyst in 2021, after earlier experience as an Inventory Control Specialist at Career Placement, Inc. He holds a Bachelor's degree in Business Information Systems from Henderson State University, which enhances his analytical approach and technology-driven investment analysis. His measurable contributions have helped Segment Wealth Management maintain its reputation as one of Houston's largest and most trusted wealth management firms.