South Texas Wealth

South Texas Wealth is an independent financial planning firm founded by Jeremy Sakulenzki, specializing in comprehensive wealth management for individuals and businesses of all sizes. They offer financial planning, retirement plan administration (401(k)s, 403(b)s, profit-sharing, cash balance plans), investment management across stocks, bonds, ETFs and mutual funds, IRAs, life and disability insurance, and 529 college savings plans. Their approach emphasizes tactical, actively-managed strategies with strong risk management and transparent communication, making them particularly well-suited for those seeking specialized employer-sponsored retirement plan expertise.