Wealth Management for

the wide world of you

1900 Wealth takes a client-centric, ethical, and skilled approach to financial advisory services, with a focus on being a trusted and comprehensive partner in wealth management. As fiduciaries, our Advisors set themselves apart through their commitment to integrity, transparency, and building trust with clients. That’s why we offer fee-based services and do not sell branded products or work on commission.

Our clients’ individual needs vary — some being more complex than others. We can offer services that extend well beyond the traditional thanks to our relationship with Jefferson Bank.

Investment Management Services

We recognize the reliability that comes from knowing a steady stream of income is flowing in your direction. Earning a fixed income from your investments on a specific date for a certain number of years is extremely reassuring. The advisors at 1900 Wealth understand the value of including fixed income investments in your portfolio. We will work with you to find the proper balance of fixed income holdings relative to other investments and adjust over time as we strive to meet your investment expectations.

Alternative investments encompass a broad spectrum of assets beyond the conventional realms of stocks and bonds. They often exhibit low correlation with traditional markets, making them valuable tools for diversification and risk management within investment portfolios. 1900 Wealth has integrated alternatives into its practice giving advisors the necessary expertise to offer new ways of diversifying your portfolio and protecting your assets with private equity or real estate.

Equities serve as a cornerstone in 1900 Wealth’s investment strategy, offering high growth potential and diversification. With a keen focus on research and market analysis, we select equities that align with our clients’ financial objectives, whether it’s capital appreciation, income generation, or both. Our experienced team employs a disciplined approach to equity investing, emphasizing quality, long-term growth prospects, and risk management. By integrating equities into our investment portfolios, we aim to optimize returns and build robust wealth accumulation strategies for our clients.