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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.

Jeremy is a Smartvestor advisor for the San Antonio area​
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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

Our Approach

  • Tactical, actively-managed, absolute-return strategy
  • Strong risk management to help protect irreplaceable capital
  • Rigorous, repeatable 4-step investment process
  • Emphasis on honesty and transparency in all communications

Read more about what makes South Texas Wealth uniquely suited to your needs.

The STW Blog

Protecting wealth - that's our goal. Putting clients first - that's our guarantee.

- Jeremy Sakulenzki, Founder & CEO

Learning & Resource Center

7 Financial Planning Mistakes
Every Baby Boomer Needs to Avoid

by Jeremy Sakulenzki

Free Download
Retirement Planning Checklist

do your homework!

Contact Us

    Let’s get started with a free consultation!

    Phone:
    (210) 960-7899

    Email:
    info@SouthTexasWealth.com

    Address:
    8000 Interstate 10 W, Ste. 920
    San Antonio, TX 78230

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