A LEGACY TO PRESERVE,
A FUTURE TO PROTECT.
Hunt Hord, Chris Kardys
Part of the HISTORIC Jefferson Bank Legacy.
1900 Wealth is wholly owned by Jefferson Bank. Since 1946, Jefferson Bank has operated with the attitude and principles of a Texas family business – because that’s exactly what it is. Jefferson Bank has been a strong part of the South Texas banking community for more than 75 years. It remains independent, locally-owned and ideally structured for convenient, personalized service. Today, the third-generation leadership is represented by A.J. “Jack” Lewis III, Steve C. Lewis, and Paul E. McSween III.
What’s personal to you is personal to us.
1900 Wealth is owned by Jefferson Bank. Since 1946, Jefferson Bank has operated with the attitude and principles of any Texas family business – because that’s exactly what it is. Jefferson Bank has been a strong part of the South Texas banking community for more than 75 years. It remains independent, locally owned and ideally structured for convenient, personalized financial and wealth management services. Today, the third-generation leadership is represented by A.J. “Jack” Lewis III, Steve C. Lewis, and Paul E. McSween III.
The 1900 Wealth team is composed of highly experienced wealth management and financial advising specialists with decades of combined experience in financial planning, financial advising, and wealth management. Under the leadership of Todd Brockwell, we are successful in preserving and growing wealth because of our level and breadth of knowledge, passion for our work, and desire to deliver the best possible results.
At 1900 Wealth, we understand the unique and complex challenges you face while planning for your financial future. 1900 Wealth works tirelessly to ensure your successful financial future. We pledge to:
- Deliver independent financial advice based on a personal relationship formed with you over time
- Be committed advocates for you and responsible stewards of your wealth, financial assets, and financial resources
- Operate with uncompromising objectivity, transparency, respect, competency, honesty, and integrity
- Utilize state-of-the-art financial services technologies and ever-changing best practices of the financial industry
- Draw on Jefferson Bank’s vast, deep knowledge of the financial services industry and keen understanding of your individual financial circumstances to create a personalized plan
Say hello to your personal chief investment officer.
Wealth management is a dynamic, fluid, and sometimes volatile financial endeavor. As your wealth increases, new issues and opportunities arise that change your financial landscape, making it even more important to have a trusted financial advisor as your guide.
1900 Wealth will work closely with you to understand your financial goals and design custom financial solutions to address your complex needs. The result is a long-term wealth management strategy that will help you achieve sustainable value and a significant financial legacy.
Relationships are the foundation of our business.
Our financial team has extensive knowledge of financial markets and wealth strategies. Our strong relationships with our clients sets us apart from our competitors. 1900 Wealth is by your side, day-in and day-out.
Building any relationship starts with listening: getting to know you, understanding your values, perspective on life, and life goals. We also look at the major factors of your financial profile – your lifetime horizon, income and liquidity needs, as well as your ability and willingness to take risks. Together, we create your personal definition of success and translate it into a comprehensive financial plan.
Our mission is to be the best possible financial advisor for you. Our approach is integrated, strategic and empowering for you, at every stage of your personal and professional life. We strive daily to earn your trust, by operating with uncompromising objectivity, respect, competency, honesty and integrity.
