Financial Advisors
San Antonio, TX
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.
Ideal for: Business owners seeking 401(k) and retirement plan administration, Pre-retirees and retirees planning retirement income, Families looking for comprehensive financial planning and college savings strategies
Service area: San Antonio, Texas and surrounding areas
Employer Retirement Plan Specialist: South Texas Wealth specializes in designing and administering employer-sponsored retirement plans including 401(k)s, 403(b)s, profit-sharing, and cash balance accounts for businesses of all sizes.
Independent & Flexible: As an independent firm, South Texas Wealth has the flexibility to recommend solutions based on what's best for each client rather than proprietary products.
Dave Ramsey SmartVestor Advisor: Jeremy Sakulenzki is a SmartVestor Advisor for the San Antonio area, affiliated with Dave Ramsey's network of trusted financial professionals.
Address: 8000 I-10 #920, San Antonio, TX 78230
Phone: (210) 960-7899
Website: southtexaswealth.com
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