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Services
Investment Management
Disciplined portfolio strategies aligned with long-term goals.
Jefferson Bank Trust & Estate Services
Fiduciary solutions built to preserve legacy and intent.
Family Office
Integrated solutions for complex, multi-generational wealth.
Jefferson Bank Oil, Gas & Mineral Management
Specialized stewardship for mineral interests and legacy assets.
Charitable Gifting
Tax-aware philanthropic strategies designed for lasting impact.
Jefferson Bank Private Banking Services
High-touch banking and lending aligned with broader wealth strategies.
Alternative Investments
Who We Serve
About
Our Approach
A philosophy grounded in discipline, stewardship, and coordination.
Meet the Team
Experienced advisors dedicated to long-term relationships and thoughtful guidance.
Careers at 1900 Wealth
Join a team committed to stewardship, integrity, and exceptional client service.
FAQ
Insights
News & Insights
When and How to Borrow Money
In the News
See where the 1900 team is shaping conversations around markets, wealth, and legacy.
Blog
Explore thoughtful perspectives on investing, family wealth, and what comes next.
Educational Series
Watch conversations and market insights from the advisors guiding 1900 clients every day.
Monthly Market Observations
Our financial white papers are designed to help you navigate life’s financial decisions with greater confidence.
Contact Us
San Antonio
1900 Broadway, Ste. 900
San Antonio, TX 78215
(210) 736-7770
Austin
1717 W. Sixth St., Ste. 215
Austin, TX 78703
(512) 503-8709
Boerne
371. North Main, Ste. 200
Boerne, TX 78006
(830) 608-2223
N
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Stay informed on firm announcements, media mentions, market commentary, and updates from 1900 Wealth.
PRESS RELEASE – 1900 Wealth Adds Senior Advisor in Alternative Investments
Press Release – 1900 Wealth Advises Clients on Charitable Giving Strategies
1900 Wealth Grows Assets Managed to Record Number
PRESS RELEASE:1900 Wealth Touts Strong Performance in 2021, Cites 2022 Objectives
Press Release – 1900 Wealth Offers Strategies for Investing Through the Decades
Jefferson Bank Wealth Management Firm Rebrands; Will Move Into Broadway Tower
Press Release – Monticello Wealth Management Announces New Name “1900 Wealth”
PRESS RELEASE – Monticello Wealth Management Discusses What Clients Need to Know for 2021 Tax Season and Potential Tax Changes Under Biden Administration
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