1900 Wealth
Investment Bank/Securities Brokerage - San Antonio, TX, US
1900 Wealth Details
1900 Wealth is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning. Led by Todd Brockwell, we are successful in preserving and growing wealth because of our level and breadth of knowledge, our passion for our work, and our desire to deliver maximum results. Monticello Wealth Management is wholly owned by Jefferson Bank and remains independent, locally-owned and ideally structured for convenient, personalized service. Our services include Investment Management, Advisory Services Consulting, Family Education & Governance, Trust, Private Banking, Charitable Gifting, Oil & Gas Management and iDirect™ — our self-managed online portfolio.
1900 Wealth Technologies
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