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Retirement planning
Review your current strategy, identify gaps, and build a plan designed around safety and long-term income needs.
South Texas Wealth · San Antonio
Protecting retirement savings with disciplined planning.
An independent firm focused on clarity, capital protection, and putting clients first.
Built for people who want to stay secure
We serve clients of all ages, with a special focus on protecting the retirement savings of baby boomers.
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Disciplined investing
A repeatable, research-driven process that favors high-quality companies and protection of irreplaceable capital.
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401(k) expertise
Design, review, and support for employer-sponsored retirement plans — with clear education at every step.
Who we help
Clear guidance for the decisions that matter
Whether you’re nearing retirement, running a business, or sponsoring a 401(k), we tailor our guidance to your goals.
Retirees & baby boomers
Protect the savings you’ve built. Review income strategy, Social Security timing, and risk before you need to make a move.
Our approach →Business owners
Plan for succession, tax efficiency, and personal wealth outside the business — with an advisor who understands independence.
About the firm →401(k) plan sponsors
Design, review, and support employer retirement plans with clear participant education at every step.
401(k) expertise →Independent advice, client-first priorities
Our primary focus is not to make you rich, but to do everything possible to make sure you are never poor.
Protecting wealth — that's our goal. Putting clients first — that's our guarantee. Jeremy Sakulenzki, Founder & CEO
Meet your advisor
Jeremy Sakulenzki, Founder & CEO
Jeremy founded South Texas Wealth after seeing firsthand how families can be unprepared for the tax and planning consequences of a major life event. He’s an educator and author focused on helping baby boomers avoid costly retirement mistakes.
Learning center
Free guides & checklists
Practical resources to help you make clearer retirement decisions.
7 Financial Planning Mistakes
The most common pitfalls baby boomers face — and how to avoid them.
Download PDF4 Keys to Retirement
A concise framework for reviewing whether your plan is on track.
Download PDFSocial Security cheat sheet
Key timing considerations before you claim benefits.
Download PDFLet’s get started
Request a free, no-obligation consultation. We’ll tell you where you stand.