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A Legacy Beyond Money

Experience Beyond Investing

We Do More Than Manage Your Wealth, Our Focus Is Securing Your Future

1900 Wealth Management is a client-focused financial advisory firm dedicated to building structured wealth management plans for high-net-worth individuals and families.
We are committed to forging principled, transparent relationships with our clients. Our sole purpose is your success.
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News

An Investor’s Guide for Navigating Economic Globalization

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Maximizing Tax Efficiency: Strategies for High-Net-Worth Individuals

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How Charitable Giving Can Benefit You and Your Business

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Navigating the Art of Wealth Transfer — Strategies to Minimize Tax Implications

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Checking the Pulse on Your Financial Wellness in 2024

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$2B

Assets Under Management
2/29/2024

2015

Founded as
Monticello Wealth

Over 350

Current
Relationships

Wealth Management for

the wide world of you

(Back row) Matt R. Richter, Mike Sierra, Todd Brockwell, Dan Slattery, Bobby Jones, Jessica Drought, (Front row) Hunt Hord, Chris Kardys
Meet the team
© 2024 1900 Wealth. All Rights Reserved.
(210) 736-7770
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Investment products offered by 1900 Wealth are not insured by the FDIC or any federal agency, may lose value, and are not bank guaranteed. Past performance is not an indicator or guarantee of future performance. The information presented herein does not constitute investment advice; are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. 1900 Wealth does not offer tax or legal advice.
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