1900 Wealth

1900 Wealth is a financial planner in San Antonio, TX, serving high-net-worth individuals, families, and businesses across Texas. The firm offers investment management, advisory services, private banking, and trust services through a client-centric, ethical, and fee-based approach. As fiduciaries, the advisors prioritize transparency and trust, providing independent financial advice without selling branded products or working on commission. Their services include fixed income, alternative investments, equities, family wealth planning, estate and trust management, and coordination with banking and tax professionals through a relationship with Jefferson Bank. The firm is committed to securing clients’ long-term financial futures through personalized, principled relationships.

1900 Wealth emphasizes a comprehensive, integrated approach to wealth management, drawing on deep experience in family office services, portfolio management, and mineral interest investments. The firm’s advisory services are designed to support clients in achieving their financial goals through customized strategies that extend beyond traditional investment management. Access to private banking and trust services through Jefferson Bank allows for coordinated financial planning, including estate settlement, asset protection, and legacy planning. The team includes professionals with extensive backgrounds in financial advisory and wealth preservation, and they serve clients across San Antonio, Austin, and Boerne.

The firm is located at 1900 Broadway Suite 900 in San Antonio, TX, situated about a tenth of a mile from Broadway, a main road, and the McAllister Freeway, an interstate. It is also within a short distance of The Synergy Studio, a sports center, and nearby landmarks including Casa Blanca Street, Newell Avenue, and the Pearl Farmer's Market.

1900 Wealth is recognized for its fiduciary commitment, independent advisory model, and integration of banking and trust services, enabling clients to manage complex financial needs with a unified, transparent partner. The firm’s focus on long-term success and client trust reflects its standing as a dedicated wealth management resource in San Antonio.

Services:

• Advisory Services
• Charitable Gifting
• Consulting
• Family Office Services
• Investment Management