Monticello Wealth Management
An integrated approach to wealth management.
The Monticello Wealth Management at Jefferson Bank brings a long term approach to both your investment and cash management needs by developing and executing practical solutions. We do this through the construction of diversified investment portfolios and personalized banking solutions.
*Investment products: Not FDIC insured. Not Bank guaranteed. May lose value.
For nearly 70 years, we have provided generations of South Texas families with a full spectrum of wealth management services, delivered with the personal attention and integrity that is the hallmark of Jefferson Bank.