SOUTH TEXAS WEALTH – Financial Management Firm

SOUTH TEXAS WEALTH

peace of mind

Financial planning & management focused on
Creating and Protecting Your Wealth

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About Us

Founded by Jeremy Sakulenzki, South Texas Wealth™ is a premier financial planning firm located in San Antonio, Texas. We serve people of all ages and businesses of all sizes, but we specialize in employer-sponsored retirement plans including 401k’s, profit-sharing, and cash balance accounts.

STW is independent so we have the flexibility to always offer what’s best for each client. Read more about us.

Part of the

network

Jeremy is a Smartvestor Advisor for the San Antonio area

Dave Ramsey, Founder of

Services

Financial and retirement planning
Employer-Sponsored retirement plans (401k’s, 403B’s, 457’s, Profit Sharing, Cash Balance Plans)
IRA’s and Non-qualified accounts
Life and disability insurance
College savings/529’s
Help manage client investments and make recommendations for including stocks, bonds, ETF’s and mutual funds