WE FOCUS ON WHAT MATTERS MOST TO YOU.
REALIZING YOUR VISION FOR YOUR WEALTH.
WE TAKE IT PERSONALLY.
1900 Wealth, previously Monticello Wealth Management, is a San Antonio-based investment advisory firm focused on building structured wealth management plans for high-net-worth individuals and families. Our name is a nod to our new location and specifically signifies our commitment to invest in San Antonio’s thriving urban center and the revitalization of midtown. With over $1.5 billion assets under management as of December 31, 2022,
1900 Wealth is proud to serve San Antonio and our surrounding Central and South Texas communities including the Hill Country.
1900 Wealth is owned by Jefferson Bank, an integral part of the San Antonio financial community since 1946. 1900 Wealth is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Like our parent company, 1900 Wealth is independent, guided by principles and structured for convenient, personalized service.
WHAT’S PERSONAL TO YOU
IS PERSONAL TO US.
Wealth management is highly complex, but it’s also deeply personal. Every individual and family has a unique set of circumstances, priorities, and goals for their financial legacy.
At 1900 Wealth, we start by listening. We don’t subscribe to a one-size-fits-all financial strategy. Our holistic investment approach is comprehensive, nuanced, and tailored to fit your unique needs.
What distinguishes 1900 Wealth from other wealth management firms? There are many factors such as our professional financial advisors, trusted strategies designed for optimal wealth management and proven track record of success for our clients; but our continued success comes down to the simple fact that we are part of the strong, stable Jefferson Bank legacy.
1900 Wealth’s focus is helping you realize your vision for your wealth.
