1900 Wealth

Owned by Jefferson Bank, 1900 Wealth is whisking away conventional wealth management to modernize your life so you can enjoy your life's endeavors. Founded in 1946, Jefferson Bank retains the family-owned atmosphere of a Texas bank. Jefferson Bank has been an integral part of South Texas' banking community for more than 75 years. Although it is locally owned and independent, the Bank has been adequately organized to provide individualized and convenient service. A.J. Lewis III, Steve C. Lewis, and Paul E. McSween II are now leading the bank in the third generation. Our team members have vast expertise and have gathered decades of knowledge. Todd Brockwell is the chief. Our depth, variety of information, passion, and enthusiasm for striving to give results is the aspect that makes us unique. Jefferson Bank solely owns Monticello Wealth Management. Monticello remains really local and independent and quite appropriately organized to provide individualized, convenient service. We provide services for the following; Investment Management, Advisory Services Consulting, Family Education & Governance, and Governance & Charitable Giving, while we also offer Specialized Services for Trust, Private Banking, Charitable Gifting, and Oil & Gas Management.