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 focusing on building structured wealth management plans for high-net-worth individuals and families. The name is a nod to our new location and specifically signifies our commitment to invest in San Antonio’s urban core and the overall revitalization of mid-town. With over $1.7 billion assets under management as of January 31, 2022, 1900 Wealth serves San Antonio, Austin, as well as Central and South Texas. The firm is wholly-owned by Jefferson Bank, which has been part of the San Antonio banking community since 1946. 1900 Wealth is registered as a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Like its 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 highly personal. Every individual and every family have a unique set of circumstances, priorities, and goals.
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 circumstances.
What distinguishes us from other wealth management firms? There are many factors, but what it comes down to is that we are part of the strong Jefferson Bank legacy.
Our focus is realizing your vision for your wealth.