San Antonio skyline

Trust & Wealth Management

Trust and Wealth Management Solutions from Jefferson Bank 

Explore Wealth Management 

At Jefferson Bank, we recognize that comprehensive wealth management is vital to securing your financial future. Our San Antonio-based team offers a full spectrum of services, including personalized investment strategies and retirement planning, all tailored to align with your unique goals and risk profile. We specialize in trust and estate services, guiding you through the complexities of wealth transfer to help you leave a meaningful legacy. Our private banking solutions are designed to meet your distinct financial needs, providing you with a dedicated team that supports you at every stage of life. With Jefferson Bank, your financial future is expertly managed, so you can focus on what matters most to you.

Located on Broadway in San Antonio, our trust and wealth management office serves clients in the Pearl area, Downtown, and nearby central San Antonio neighborhoods. Meet with our team for private banking, trust services, and investment guidance.

  • Call (210) 736-7600 to Take Charge of Your Wealth Today! 

Location Information

1900 Broadway
Suite 900
San Antonio, TX 78215
United States

(210) 736-7600
Lobby Hours
Monday - Friday: 9:00 am-5:00 pm
Saturday - Sunday: Closed

Contact Our Trust & Wealth Management Banking Center

Man and Woman dicussing a portfolio.

Private Banking From Jefferson Bank

Discover Tailored Solutions and Unmatched Personal Attention

At Jefferson Bank, our Private Banking division is crafted for discerning individuals and families who seek more than just standard financial services. We offer a personalized banking experience, tailored to align with your unique financial goals and aspirations. Our seasoned Private Bankers are dedicated to providing you with customized support, ensuring that your financial objectives are not only met but exceeded through innovative strategies and a commitment to excellence.

We understand that with success comes complexity, which is why we take a holistic approach to managing your wealth. Whether collaborating with your team of financial professionals or handling your banking needs directly, we ensure a seamless and sophisticated experience at every turn.

Private Banking Benefits:

  • Customized Account Solutions: Tailored to your specific financial goals and needs.
  • Exclusive Debit Card: Enhanced daily spending limits for greater convenience.
  • Versatile Credit Options: Private Banking Visa or MasterCard for both personal and business use, offering flexibility and control.
  • Higher Mobile Deposit Limits: Streamlined banking through the Jefferson Bank App, no matter where you are.
  • Direct Access to Your Private Banker: Ensuring prompt and personalized service.
  • Family Banking Assistance: Extending our concierge-level support to your loved ones.
  • Notary Services: Facilitating the quick and efficient handling of important documents.
  • Medallion Stamp: Added security and verification for your transactions.

At Jefferson Bank, our Private Banking services are designed to deliver an elevated banking experience that perfectly aligns with your financial aspirations, ensuring that every aspect of your wealth management is handled with the utmost care and precision.

Skyscraper

Trust and Fiduciary Management Services From Jefferson Bank 

Allow our Advisors to Help Navigate Your Wealth Management Goals

At Jefferson Bank, our Trust & Fiduciary Management Services stand as a testament to our commitment to securing, protecting, and growing your legacy. We understand that wealth management is not just about numbers; it's about the legacy you leave behind. What sets us apart is our exceptional team—a collective of over 20 seasoned professionals, including seven attorneys with deep expertise in Trust, Estate, and Wealth Planning, as well as specialists in Oil and Gas, Real Estate, and Estate Planning. Our team’s specialized knowledge and experience enable us to create and administer a strategic, holistic plan tailored to your unique needs and aspirations. 

Our approach is rooted in the understanding that success requires a precise balance of strategy and execution. We collaborate closely with you to develop and manage a plan that ensures your financial legacy is preserved and passed on according to your wishes. Whether it's navigating the complexities of trust management, estate planning, or the intricacies of oil, gas, and real estate assets, our Advisors are here to guide you every step of the way. 

Trust & Fiduciary Management Services: 

  • Trust Management: We oversee and administer trusts with a focus on proper asset distribution and management, ensuring your beneficiaries' needs are met with precision and care. 
  • Probate & Estate Administration: As a neutral third party, we provide expert guidance in the administration of estates, alleviating the burden on your loved ones during a challenging time. 
  • Estate Planning: Our team develops strategies for the efficient management and transfer of assets, minimizing tax liabilities and fulfilling your personal wishes. Retirement Planning: We craft comprehensive financial plans to secure your retirement, ensuring you have the income and resources needed for your golden years. 
  • Oil, Gas, & Mineral Management: Our specialists optimize the extraction and sale of natural resources, maximizing profitability while safeguarding your assets. 
  • Investment Management: We provide meticulous oversight and decision-making to ensure your investment portfolios align with your financial goals. 
  • Real Estate Management: Our experts manage your properties with an eye on value preservation and profitability, ensuring effective maintenance and tenant relations. 
  • Family Office Services: We offer customized financial and personal services to affluent families, encompassing everything from investment management to estate planning. 
  • Dedicated Trust Advisors: Our professionals are here to guide you in trust creation, management, and beneficiary relations, ensuring that your legacy is in capable hands.

At Jefferson Bank, we believe that your financial affairs deserve the highest level of care and expertise. By leveraging our team’s deep insights and experience, you can rest assured that your legacy will be preserved and protected, allowing you to focus on what truly matters—both today and for generations to come.

Wealth management

1900 Wealth, A Service From Jefferson Bank 

Realize Your Financial Goals Through Personalized Solutions 

1900 Wealth, a member of the Jefferson Bank family, is designed for those with specialized investment, estate, and family financial management needs. This integrated approach focuses on assisting high-net-worth clients in realizing their financial vision through highly personalized banking solutions and targeted investment opportunities crafted to strengthen portfolios. Our commitment is to deliver independent financial advice built on a personal, long-term relationship with you, ensuring that your unique goals and objectives are at the forefront of our services. 

How We Can Help You 

At 1900 Wealth, we pride ourselves on being committed advocates and responsible stewards of your wealth, financial assets, and resources. Our team operates with uncompromising objectivity, transparency, respect, and integrity, fostering a strong foundation of trust. We leverage the latest technologies, resources, and evolving best practices within the financial 
industry to provide you with insightful and effective strategies. 

Drawing on Jefferson Bank’s extensive knowledge of the financial services landscape, coupled with our keen understanding of your individual circumstances, we are dedicated to building a personalized, comprehensive plan tailored to your specific needs and goals. Discover how our investment services can set you on a path towards lasting financial success.

Find a Jefferson Bank Near You 

Start Your Path to Financial Success Today!

At Jefferson Bank, our strength lies in the diversity and expertise of our team, which is unmatched in the industry. With extensive knowledge in trust management, estate planning, investment strategies, and more, our professionals are here to guide you through every stage of life, ensuring your financial journey is as smooth and successful as possible. 

We proudly serve the vibrant communities of San Antonio, Austin, Boerne, and New Braunfels, offering personalized solutions that cater to the unique needs of each location. Not in these areas? Not a problem!  Our services are as flexible as they are personal. We come to you, offering the convenience of meeting wherever suits you best, ensuring that our relationship is built around your needs and schedule. This is what makes our service truly unique. 

At Jefferson Bank, our commitment goes beyond transactions - banking is a personal experience. We believe in building lasting relationships, understanding your financial goals, and walking alongside you as you achieve them. As a trusted partner in your financial journey, we ensure that every interaction is meaningful, welcoming, and tailored to your needs. As a cornerstone of the communities we serve, we treat each client as part of the Jefferson Bank family, with their financial goals receiving the utmost care and respect. 

Visit our dedicated Trust and Wealth Management Team to start securing your legacy today.

Trust & Wealth Management​
1900 Broadway​
Suite 900​
San Antonio, TX 78215​
United States​
Lobby Hours: ​
9:00 am-5:00 pm

Texas Flag

Contact Jefferson Bank 

Reach Out Today for Expert Financial Guidance  

Are you ready to take the next step toward achieving your financial goals? We invite you to connect with us and explore our comprehensive wealth management services tailored to your unique needs. Our dedicated team is committed to providing you with the highest level of personal attention and integrity, ensuring that your financial vision is our top priority. Contact us now to schedule a consultation and discover how we can help you build a secure and prosperous financial future.

 

Notices & Disclosures

Jefferson Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Jefferson Bank should contact the Texas Department of Banking through one of the means indicated below:

  • In Person or U.S. Mail : 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
  • Telephone No: (877) 276-5554, Fax No.: (512) 475-1313
  • Email: [email protected]
  • (link sends e-mail)
  • Website: www.dob.texas.gov

Investment and Insurance Products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Deposit products offered by Jefferson Bank. Member FDIC

NMLS# 597833