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1900 Wealth*

For those with specialized investment, estate, and family financial management requirements, 1900 Wealth, a member of the Jefferson Bank family, offers an integrated approach to the complex world of wealth management. Their focus is helping high net-worth clients realize their financial vision by providing highly personalized banking solutions and diversified, targeted investment opportunities designed to strengthen portfolios.

By leveraging their combined decades of experience and working in concert with the investment professionals at Jefferson Bank, 1900 Wealth consistently delivers smart, innovative financial direction for their clients.

Frequently Asked Questions

What is 1900 Wealth, and how is it connected to Jefferson Bank?

1900 Wealth is a separate Registered Investment Advisor that works closely with Jefferson Bank to serve clients with  financial planning and investment needs. While the two organizations collaborate, 1900 Wealth operates as its own advisory firm with a dedicated focus on personalized wealth management.

When might a Jefferson Bank client be introduced to 1900 Wealth?

When a client does not need trust services but needs expert wealth management services, they will be introduced to 1900 Wealth.

Who might be a good fit for 1900 Wealth?

1900 Wealth is often a good fit for individuals and families seeking a more personalized investment advisory relationship, especially when their financial needs include long-term wealth planning, alternative investments, and multi-generational considerations.

How do Jefferson Bank and 1900 Wealth coordinate for shared clients?

When clients work with both organizations, the teams communicate and align strategies so banking, trust, and wealth planning efforts support and complement one another. This coordination helps create a seamless financial experience.

Does working with 1900 Wealth replace my relationship with Jefferson Bank?

No. Clients who work with 1900 Wealth can continue their banking and trust relationships with Jefferson Bank. The goal is to provide complementary services, not to replace existing relationships.

 

Discover what distinguishes 1900 Wealth from other investment firms and why you should choose them to steward your wealth, assets, and resources  at 1900wealth.com

Launch 1900wealth.com

 

*Non-Deposit Products: are not FDIC insured; are not deposits; may lose value.

Notices & Disclosures

The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

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

Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity.

Schedule a meeting with a member of our wealth management team (210) 736-7600. Or simply fill out this online form.

Wealth Management Services

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