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(210) 736-7770 | REQUEST AN APPOINTMENT

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WE FOCUS ON WHAT MATTERS MOST TO YOU.


INVESTMENT
MANAGEMENT
PRIVATE
BANKING
TRUST
iDIRECT


REALIZING YOUR VISION FOR YOUR WEALTH.


WE TAKE IT PERSONALLY.




1900 Wealth, previously Monticello Wealth Management, is a San Antonio-based
investment advisory firm focused on building structured wealth management plans
for high-net-worth individuals and families. Our name is a nod to our new
location and specifically signifies our commitment to invest in San Antonio’s
thriving urban center and the revitalization of midtown. With over $1.5 billion
assets under management as of December 31, 2022,
1900 Wealth is proud to serve San Antonio and our surrounding Central and South
Texas communities including the Hill Country.

1900 Wealth is owned by Jefferson Bank, an integral part of the San Antonio
financial community since 1946. 1900 Wealth is a Registered Investment Adviser
with the U.S. Securities and Exchange Commission. Like our parent company, 1900
Wealth is independent, guided by principles and structured for convenient,
personalized service.





WHAT’S PERSONAL TO YOU

IS PERSONAL TO US.

MEET THE TEAM

Wealth management is highly complex, but it’s also deeply personal. Every
individual and family has a unique set of circumstances, priorities, and goals
for their financial legacy.

At 1900 Wealth, we start by listening. We don’t subscribe to a one-size-fits-all
financial strategy. Our holistic investment approach is comprehensive, nuanced,
and tailored to fit your unique needs.

What distinguishes 1900 Wealth from other wealth management firms? There are
many factors such as our professional financial advisors, trusted strategies
designed for optimal wealth management and proven track record of success for
our clients; but our continued success comes down to the simple fact that we are
part of the strong, stable Jefferson Bank legacy.

1900 Wealth’s focus is helping you realize your vision for your wealth.



1900 Broadway, Suite 900
San Antonio, TX 78215

PHONE: (210) 736-7770
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DISCLAIMER AND PRIVACY POLICY
FORM CRS

1900 Wealth products are not FDIC insured, may lose value and are not bank
guaranteed.

These materials have been independently produced by 1900 Wealth. 1900 Wealth is
independent of, and has no affiliation with, Schwab Performance Technologies®,
(“SPT”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates
(together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or
otherwise sanctioned these materials nor has Schwab independently verified any
of the information in them. Institutional Intelligent Portfolios™ is an
automated investment management service for independent advisors and available
exclusively through independent investment advisory firms like 1900 Wealth. 1900
Wealth, not Schwab, is responsible for advising you on the Program, including
recommending and selecting a portfolio appropriate for you and managing your
portfolio on a discretionary basis. Your portfolio will be held in a brokerage
account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of
Charles Schwab & Co., Inc.
Jefferson Bank, Member FDIC. Equal Housing Lender *1900 Wealth is not a CPA firm
© 2023 1900 Wealth. All Rights Reserved.
Deposit products offered by Jefferson Bank, Member FDIC. Equal Housing Lender   
NMLS# 597833

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