
About Company
South Texas Wealth™ is a premier financial planning and management firm based in San Antonio, Texas, founded by Jeremy Sakulenzki. The company serves individuals of all ages and businesses of all sizes, with a specialization in employer-sponsored retirement plans such as 401(k)s, profit-sharing, and cash balance accounts. South Texas Wealth operates independently, allowing it to offer tailored financial solutions that best fit each client's needs. The firm provides a comprehensive range of services including financial and retirement planning, investment management, life and disability insurance, and college savings plans. Emphasizing honesty, transparency, and strong risk management, South Texas Wealth follows a tactical, actively-managed investment approach to help clients create and protect their wealth with peace of mind.
Service Category
Area Served
Contact Info
Address
8000 I-10 #920, San Antonio, TX 78230
- Phone Number(210) 960-7899
- Website http://www.southtexaswealth.com
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