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  1. US
  2. TX
  3. San Antonio
1900 Wealth

1900 Wealth

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1777 NE Interstate 410 Loop, St #200, San Antonio, TX 78217, USA Get Directions

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SUMMARY   Services Excellence Summary

Jefferson Bank is the sole owner of 1900 Wealth. Jefferson Bank was established in 1946 and has maintained the family-owned attitude of a Texas bank. Jefferson Bank is a solid part of South Texas' banking community for more than 75 years. The bank is independent and locally owned, but it has been well-structured to provide personalized, convenient service. A.J. A.J. Lewis III, Steve C. Lewis, and Paul E. McSween II are third-generation leaders. 1900 Wealth is made up of highly skilled, experienced financial planners who have accumulated decades of experience. Todd Brockwell is our leader. We are able to preserve and grow wealth due to our depth and breadth of knowledge, passion for what we do, and desire to get maximum results. Jefferson Bank is the sole owner of Monticello Wealth Management. It remains locally owned and independent and is ideally structured to provide personalized, convenient service. We offer a range of services including Investment Management, Advisory Services Consulting, and Family Education & Governance. Trust, Private Banking, Charitable Gifting as well as Oil & Gas Management.

 

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1900 Wealth Reviews: 3. Average Rating: 5.0
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