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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

Smartvestor

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

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: 9901 IH 10 West, Suite 800
    San Antonio, TX 78230
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