Experience Beyond Investing

1900 Wealth Management is unique among registered investment advisors (RIAs). Our team has a diverse range of skills that we put to work when serving our clients. While we have Certified Financial Planners^TM (CFPs) and Chartered Financial Analysts (CFAs), we also have former managers of billion-dollar pension funds, a tax-planning specialist/professional from a “Big Four” accounting firm, experienced estate attorneys, and seasoned family office managers — all at your disposal. Additionally, 1900 Wealth is wholly owned by Jefferson Bank, a fixture of the South Texas banking community since 1946. It is independent, locally owned, and structured for convenient, personalized service. We strongly believe that few RIAs can offer that banking relationship.

A Comprehensive Approach

Our resources at 1900 Wealth extend beyond traditional investment advice and portfolio management to include banking, insurance, family governance, succession planning, and philanthropy. We will also go over your plans and portfolios to offer a third-party review even if you do not invest through us. Our sole focus is ensuring you are provided with the best financial solutions.

Our Pledge to You

Deliver independent financial advice based on a personal, long-term relationship formed with you.

Be committed advocates and responsible stewards of your wealth, financial assets, and financial resources.

Operate with uncompromising objectivity, transparency, respect, competency, honesty, and integrity.

Use the latest technologies, resources, and ever-evolving 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 help build a personalized, comprehensive financial plan.