Protecting & Creating wealth, that's our goal.
ABOUT
JEREMY
Jeremy Sakulenzki is the Founder & CEO of South Texas Wealth™, a premier independent financial planning firm in San Antonio, TX. Jeremy will not hesitate to tell you: “I’m not here to make my clients rich, I’m here to make absolutely certain they are never poor.”
Jeremy’s disciplined-based investing strategy has earned him tremendous respect in the finance industry. And he does not take this for granted. Jeremy is an avid writer because he thoroughly enjoys sharing his knowledge with his clients along with his colleagues in the industry. You can read many of his blog posts here on the website and get a copy of his books below. To learn more about Jeremy simply by clicking the link below.
MORE ABOUT JEREMY >>
When it comes to finance education is key! Get one of Jeremy’s books today!
Our Approach
GOAL IDENTIFICATION
PLAN DEVELOPMENT
Jeremy will conduct a portfolio stress test on your current investments and review your current statements. His goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risk so he can design a personalized financial roadmap that best meets your long-term needs.
STRATEGY DEVELOPMENT
Education is the key to transparency and Jeremy Sakulenzki wants to help you understand his forward-thinking investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding of this process, Jeremy will make recommendations on strategic allocations and implement your personalized protection plan so you can live your life by design, not by default.
TRANSPARENT COMMUNICATION
Once your plan is set in motion, you’ll define how Jeremy and South Texas Wealth communicates with you. Some of your options are phone, email, mailings or in-person– but you can expect Jeremy Sakulenzki and South Texas Wealth to deliver proactive, transparent communications and unparalleled service.
During your initial meeting(s) with Jeremy Sakulenzki, you’ll get to know one another so he can help you identify what to improve, develop or change as it relates to your financial planning strategy. By going through a confidential retirement planning assessment, Jeremy will be able to determine your risk tolerance along with your long-term financial goals and objectives. This will help him identify and set the foundation of your retirement plan.
GOAL IDENTIFICATION
During your initial meeting(s) with Jeremy Sakulenzki, you’ll get to know one another so he can help you identify what to improve, develop or change as it relates to your financial planning strategy. By going through a confidential retirement planning assessment.
PLAN DEVELOPMENT
Jeremy will conduct a portfolio stress test on your current investments and review your current statements. His goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risk so he can design a personalized financial roadmap that best meets your long-term needs.
STRATEGY DEVELOPMENT
Education is the key to transparency and Jeremy Sakulenzki wants to help you understand his forward-thinking investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding of this process, Jeremy will make recommendations on strategic allocations and implement your protection plan.
TRANSPARENT COMMUNICATION
Once your plan is set in motion, you’ll define how Jeremy and South Texas Wealth communicates with you. Some of your options are phone, email, mailings or in-person– but you can expect Jeremy Sakulenzki and South Texas Wealth to deliver proactive, transparent communications and unparalleled service. Jeremy’s assistant Lorena, will schedule semi-annual reviews to ensure your financial goals and objectives remain current.
Blog
