Advisory Services Consulting

We hope to earn your trust as investment planning partners serving as good stewards of your family assets to achieve your financial goals. We never recommend any product that is not in your best interest. We deliver independent financial advice and charge only fees, not commissions. 1900 Wealth understands that family dynamics are a big part of multigenerational, family-owned businesses. Our professionals have built and implemented plans for such families for years. It’s one of the reasons we can review your financial advisor’s work to ensure your investments are performing as they should. You don’t need to invest with us to benefit from our deep financial knowledge and experience with family offices, and portfolio management, as well as mineral management, trust and estate planning, accounting and tax, and banking services offered by Jefferson Bank Trust.