Advisory Services Consulting

Achieve Your Monetary Goals

Managing family wealth and personal assets can be complex but should not be overwhelming. Our goal is to partner with you and become stewards of your family assets to work with you and ultimately achieve the goals your family desires. We deliver independent advice on a fee-only basis, we do not charge additional fees or commissions for any financial products.

We build and help implement a structured plan for current and future generations. As a multi-generation family-owned business, 1900 Wealth understands family dynamics. Our team ensures that your professional advisors are doing what they should be doing. In addition, our deep expertise and experience with family offices, portfolio management, mineral management, trust and estate planning, accounting and tax, and banking services are invaluable resources to our clients in the greater San Antonio and Austin markets.

Get started
To arrange a personal visit,
please contact us
at (210) 736-7829.
member

Todd Brockwell, CFA, CPA

President

member

Kyle Grest, CFA

Senior Vice President
Senior Investment Advisor