I have this pet peeve, and you may not like...
Read the full article peace of mind
Financial planning & management focused on
Creating and Protecting Your Wealth
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
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
Should I pay off my house early?
I work with a lot of families, most of them...
Read the full article
Should you save for retirement or children’s college?
When I work with families we normally discuss the goals...
Read the full articleProtecting wealth - that's our goal. Putting clients first - that's our guarantee.
- Jeremy Sakulenzki, Founder & CEO
Learning & Resource Center
