Best Wealth Management Companies In San Antonio

Wela Financial Advisory operates under strict fiduciary standards, focusing on personalized financial planning and investment management for select individuals and families. Their team is known for clear communication, thorough research, and building long-term relationships, though their services are best suited for clients seeking a close, ongoing partnership.

Jefferson Bank is the sole owner of 1900 Wealth. Jefferson Bank was established in 1946 and has maintained the family-owned attitude of a Texas bank. Jefferson Bank is a solid part of South Texas' banking community for more than 75 years. The bank is independent and locally owned, but it has been well-structured to provide personalized, convenient service. A.J. A.J. Lewis III, Steve C. Lewis, and… more...

Jefferson Bank is the sole owner of 1900 Wealth. Jefferson Bank was established in 1946 and has maintained the family-owned attitude of a Texas bank. Jefferson Bank is a solid part of South Texas' banking community for more than 75 years. The bank is independent and locally owned, but it has been well-structured to provide personalized, convenient service. A.J. A.J. Lewis III, Steve C. Lewis, and Paul E. McSween II are third-generation leaders. 1900 Wealth is made up of highly skilled, experienced financial planners who have accumulated decades of experience. Todd Brockwell is our leader. We are able to preserve and grow wealth due to our depth and breadth of knowledge, passion for what we do, and desire to get maximum results. Jefferson Bank is the sole owner of Monticello Wealth Management. It remains locally owned and independent and is ideally structured to provide personalized, convenient service. We offer a range of services including Investment Management, Advisory Services Consulting, and Family Education & Governance. Trust, Private Banking, Charitable Gifting as well as Oil & Gas Management.

Specializing in comprehensive wealth management planning, Merrill Lynch helps individuals and business owners with strategies for accumulation, preservation, and transfer of wealth. Their services include portfolio management, tax minimization, financing options, and succession planning. Clients appreciate the professional approach, though some investment choices may not suit every investor.

Intercontinental Wealth Advisors specializes in serving high-net-worth clients with a broad range of wealth management and financial planning services. The team is known for honesty, responsiveness, and deep expertise, helping clients navigate complex personal and professional financial challenges. Some clients note that customer service at the reception can feel less welcoming.

We are a leading financial planning company founded by Jeremy Sakulenzki. While we serve all age groups, our focus is on protecting retirement savings for baby boomers. We are respected in finance for our disciplined, investment strategy. This is something we don't take lightly. We are not here to make you wealthy, but we want to ensure that you're never in poverty. For confidential, honest… more...

We are a leading financial planning company founded by Jeremy Sakulenzki. While we serve all age groups, our focus is on protecting retirement savings for baby boomers. We are respected in finance for our disciplined, investment strategy. This is something we don't take lightly. We are not here to make you wealthy, but we want to ensure that you're never in poverty. For confidential, honest, open, and transparent financial management, contact us today for a no-obligation, free consultation. Our team will evaluate your retirement strategy to determine if it is working well. We can also help you improve your financial return and security. Jeremy started his career with a passion for helping others to protect their assets. He also has a Texas A&M business degree. Jeremy was interviewed by several financial planning companies and landed numerous job interviews. He was offered a job at New York Life after nearly 10 interviews with the best financial planning firms around. Jeremy realized quickly that despite the fast progress he made, he wasn't able to provide the best possible assistance for his clients. He was a proud heir to the entrepreneurial spirit of his family and resigned from New York Life. South Texas Wealth is a financial planning company that helps Baby Boomers protect their retirement savings against unpredicted, potentially life-altering events. Being the founder of South Texas Wealth, Jeremy is free to offer his clients what is best.

RBC Wealth Management is a trusted advisor and wealth manager for individuals, families, and institutions. Our global network brings together our deep expertise to strengthen financial security for our clients all over the globe. Our management team has a unique vision and a dedication to responsible stewardship. We are changing the way that you think about full-service securities firms. Meet our… more...

RBC Wealth Management is a trusted advisor and wealth manager for individuals, families, and institutions. Our global network brings together our deep expertise to strengthen financial security for our clients all over the globe. Our management team has a unique vision and a dedication to responsible stewardship. We are changing the way that you think about full-service securities firms. Meet our leaders. RBC Wealth Management is a trusted company that has the resources and reputation to put the best interests of its clients before ours. We also have a passion for helping people transform their lives through custom wealth planning. Find out our strengths. Our products and services are world-class and can be used to build, share, protect, and enjoy your wealth. Please explore these links to find out more about RBC Wealth Management. Contact us to discuss how we can assist you in achieving financial security.

The SWBC Investment division has been in business since 1991. It provides comprehensive, holistic financial planning services to individuals, companies, and institutions. We are part of SWBC and can offer clients financial services and protection such as insurance, mortgages, tax, benefits, and employee benefits. Our clients get holistic solutions that go beyond just a financial plan or… more...

The SWBC Investment division has been in business since 1991. It provides comprehensive, holistic financial planning services to individuals, companies, and institutions. We are part of SWBC and can offer clients financial services and protection such as insurance, mortgages, tax, benefits, and employee benefits. Our clients get holistic solutions that go beyond just a financial plan or investment strategy. Without a plan, it's hard to move toward your goals. Your financial goals should be no exception. It can be difficult to create a financial plan and choose the right investments that will help you reach your goals. SWBC Investment Services offers comprehensive, holistic financial planning for individuals, financial institutions, and businesses. We offer tailored financial solutions beyond just a financial strategy. We offer Wealth Management, Executive Benefits and Capital Markets Fixed Income Trading, Municipal Underwriting, Investment Portfolio Management as well as Retail Investment Services Programs to Financial Institutions.

Aspect Wealth Management, we endeavor to help our clients identify and achieve their vision of the future. Through a strong client/advisor relationship built on a foundation of trust and integrity, we seek to understand each client's life situation and provide customized strategies, solutions, and services to help maximize the growth, preservation, and tax-efficient transfer of personal and… more...

Aspect Wealth Management, we endeavor to help our clients identify and achieve their vision of the future. Through a strong client/advisor relationship built on a foundation of trust and integrity, we seek to understand each client's life situation and provide customized strategies, solutions, and services to help maximize the growth, preservation, and tax-efficient transfer of personal and corporate wealth. We commit to excellence in every aspect of our relationship with you as we help fulfill your wealth management needs. Registered Representative of and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services are also offered through Aspect Wealth Management, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Wealth management is a topic we view differently from others. The traditional approach of asking prospective clients 8-10 questions about their risk preferences and their ages, then using those data to allocate their portfolio is not viable. Assets should be managed according to the time they are spent. We also believe in risk-taking. This means management. We take the role of fiduciary as a… more...

Wealth management is a topic we view differently from others. The traditional approach of asking prospective clients 8-10 questions about their risk preferences and their ages, then using those data to allocate their portfolio is not viable. Assets should be managed according to the time they are spent. We also believe in risk-taking. This means management. We take the role of fiduciary as a registered investment advisor firm very seriously. This means that we take our role as fiduciaries very seriously. We will always work in the client's best interests. That is why we feel mitigating risk is essential for properly managing wealth. David Bach, author and TV personality is well-known for his belief in this principle. Financial plans are still built on a model from over fifty years ago. It was based on the idea that portfolios made up of 40% stocks and 60% bonds would provide greater risk-adjusted returns over the long term than portfolios of only stocks or bonds. This approach is not an ideal one for the future. It has worked well over time, but we doubt it will continue to work. Portfolio construction should not be limited to stocks and bonds. We recommend following the advice of some of the best academic institutions around the globe, who are among the most knowledgeable investors in the world. It is known as the Endowment Model. This philosophy recognizes that true portfolio diversification can only be achieved when multiple asset classes are used to construct and manage client portfolios.

CAPTRUST has San Antonio advisors who provide wealth management services for high-net-worth individuals and business owners. They also offer investment advisory services to foundations and endowments that support nonprofits. CAPTRUST, an independent registered investment adviser was established in Raleigh in 1997. The company provides tax advice and compliance, investment management services, as… more...

CAPTRUST has San Antonio advisors who provide wealth management services for high-net-worth individuals and business owners. They also offer investment advisory services to foundations and endowments that support nonprofits. CAPTRUST, an independent registered investment adviser was established in Raleigh in 1997. The company provides tax advice and compliance, investment management services, as well as financial planning, and estate planning. It also provides a complete suite of services to ultra-high-net-worth individuals in order to help them simplify their finances, reduce risk and preserve their legacy. CAPTRUST provides investment advisory services and fiduciary support for retirement plan sponsors and foundations. The company also provides advice and employee wellness for participants in retirement plans. CAPTRUST's centralized model provides a superior experience for wealth management clients. It is supported by highly skilled talent and deep expertise. You can see all the resources CAPTRUST wealth advisors have at their disposal, from industry-leading cybersecurity to centralized trading and performance reporting tools to wealth planning techniques such as WealthView.