Jefferson Bank

WEALTH MANAGEMENT SOLUTIONS

Managing and protecting your family's assets. And their future.

Jefferson Bank has provided generations of clients with a full spectrum of wealth management services, delivered with the highest level of personal attention and integrity. Our wealth management team works as trusted advisors to our clients — offering tailored investment and retirement planning, customized trust and estate services as well as personalized, private banking solutions. Along with these specialized services and strategies, we offer the peace of mind that comes from knowing your financial affairs are being properly and safely managed.

Our clients are our top priority and our team is always available to give you a superior level of service and attention. With Jefferson Bank’s wealth management services, you will have access to:

Specialized financial offerings delivered with superior personal service.Learn more
Our trust advisors manage assets during your lifetime and for those of your loved ones, ensuring the proper distribution based on your goals and desires.Start here
A member of the Jefferson Bank family, 1900 Wealth is dedicated to helping clients maximize wealth with smart strategies and specialized investment solutions.Discover our expertise

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.

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

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Schedule a meeting with a member of our wealth management team (210) 736-7838. Or simply fill out this online form.

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