Today, the Federal Reserve Board announced it has decided to hold interest rates steady in its latest policy decision, signaling a cautious approach as it monitors inflation and economic growth.? At 1900 Wealth, our?advisors help clients navigate evolving economic conditions while providing personalized and strategic investment guidance. Whether you're considering portfolio adjustments or looking ahead to potential rate cuts, our team is ready to guide you through the opportunities and challenges ahead. Contact 1900 Wealth today to see how our team can help you make informed financial decisions in this dynamic market. Visit?1900wealth.com to learn more about our services and our team of highly skilled advisors.? #1900Wealth #InterestRates #FederalReserve #Investing #WealthManagement
1900 Wealth
投资管理
San Antonio,TX 670 位关注者
Financial Services to Preserve and Grow Your Wealth.
关于我们
1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning. Led by Todd Brockwell, we strive to preserve and grow wealth because of our level and breadth of knowledge, our passion for our work, and our desire to deliver positive results. 1900 Wealth is wholly owned by Jefferson Bank and remains independent, locally-owned and 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.
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https://www.1900wealth.com
1900 Wealth的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- San Antonio,TX
- 类型
- 私人持股
- 创立
- 2015
- 领域
- Investment Planning、Advisory Services Consulting、Family Education & Governance、Trust Services、Private Banking、Charitable Gifting和Oil and Gas Management
地点
1900 Wealth员工
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Todd Brockwell, CFA CPA
President at 1900 Wealth
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Richard Dullnig
Chief Compliance Officer at 1900 Wealth
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Bella Scanland
Client Services at 1900 Wealth Management
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Michael Sierra, JD, CFP(r)
Hard-working professional who is passionate about helping individuals, families, and entities protect, manage and grow their wealth.
动态
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Building wealth takes time, but preserving it requires strategic planning and proactive decision-making. Whether you're preparing for retirement, securing your family’s future, or navigating market fluctuations, these key strategies can help safeguard your financial future: - Diversify your investments - Maintain liquidity? ?- Optimize tax strategies? ?- Regularly review your portfolio? - Plan your estate wisely Wealth protection isn’t just about safeguarding assets—it’s about ensuring long-term financial stability for generations to come. Learn more in our latest blog below.?
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Meet Chris Kardys, Senior Vice President and Investment Advisor at?1900?Wealth. Chris leads?1900?Wealth’s San Antonio office, overseeing client portfolios, advising on investments, and driving the firm’s long-term growth strategy. With a background in finance, business transformation, and investment strategy, he combines leadership with hands-on client service to deliver tailored financial solutions. His knowledge in strategic planning and alternative investments helps clients navigate complex markets with confidence. Chris is also dedicated to expanding?1900?Wealth’s network and strengthening relationships within the financial community. Learn more about Chris and his role at?1900?Wealth by visiting the link below. Interested in our services? Visit?1900wealth.com or call (210) 736-7700.
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**NOW HIRING** 1900?Wealth is seeking a highly skilled Investment Officer to join our San Antonio office. This role will support the Senior Portfolio Manager with portfolio management, investment research, trade execution, and financial planning for high-net-worth clients. Qualifications include: - 3-5 years of experience in investment management, trading, or financial planning - Series 65 license required (or must obtain within 90 days) - Strong analytical and communication skills - CFP designation preferred This is an excellent opportunity to work alongside a dedicated team and contribute to a strategic, client-focused investment approach. Learn more today and apply using the link here:? https://lnkd.in/gM7eGhrs
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Join the 1900 Wealth?Austin?Team today! Our team is seeking an experienced Investment Advisor to join our Austin office. This role focuses on developing client relationships, providing strategic investment guidance, and delivering comprehensive financial planning solutions for high-net-worth individuals and families. What we are looking for: - 3+ years of experience in investment management - Strong understanding of private equity & alternative investments -?Proven ability to cultivate and maintain client relationships -?Series 65 license required (or must be obtained within 90 days) As a locally owned firm affiliated with Jefferson Bank, we offer a collaborative environment and the opportunity to make a meaningful impact in wealth management. Apply today ?? :? https://lnkd.in/gTfVTFUP mascsr/default/mdf/recruitment/recruitment.html?cid=3f9c9b07-5b01-4bfc-929c-61156c053741&ccId=9200358652914_2&type=JS&lang=en_US #1900Wealth #InvestmentAdvisor #NowHiring #AustinJobs #WealthManagement
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We are excited to introduce Brannon Kroll as Senior Trust Investment Advisor at 1900 Wealth Management. With more than 20 years of experience in wealth management and corporate banking, Brannon will serve as a key liaison between 1900 Wealth and Jefferson Bank’s Trust Department. He will collaborate with trust officers and clients to develop customized investment strategies, oversee portfolio performance, and ensure long-term financial success. Brannon’s expertise in trust investments strengthens our commitment to delivering comprehensive financial solutions. Join us in welcoming Brannon to the 1900 Wealth team. Learn more about our advisory services at?1900wealth.com. #WealthManagement #TrustInvestments #1900Wealth
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Managing family wealth requires more than just investment expertise — it takes strategic planning, education, and governance to create a legacy that lasts for generations. At 1900 Wealth, we simplify the complexities of family office management, offering tailored solutions to help you with: - Legacy Planning and Management - Lifestyle Management - Investment Management - Family Wealth Education Our team’s deep expertise ensures that your family’s values and goals are at the center of every decision. Discover how we can help your family thrive:?https://lnkd.in/gmpdkZ8C?
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We are proud to announce the promotion of Miles Fuquay, CFP? to Senior Vice President, Investment Officer at 1900 Wealth Management. With nearly two decades of experience in investment management, Miles has played a key role in helping clients secure their financial futures. Since joining 1900 Wealth in 2020, he has demonstrated exceptional knowledge in portfolio management and investment strategy, building on his extensive tenure as an investment officer and portfolio manager with Jefferson Bank’s Trust Department. Please join us in congratulating Miles on this well-deserved promotion! Learn more about our team and services at?1900wealth.com. #WealthManagement #1900Wealth #FinancialPlanning #InvestmentManagement
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1900 Wealth is pleased to welcome Lawsin Wilt as a Portfolio Management Assistant. Lawsin previously interned with the firm, where he gained hands-on experience in investment research, account management, and client relations under Chris Kardys. In his new role, he will support investment modeling, performance reporting, and portfolio management, contributing to data-driven investment strategies. Please join us in welcoming Lawsin to 1900 Wealth. To learn more about our team and services, visit?1900wealth.com. #WealthManagement #1900Wealth #PortfolioManagement
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** NOW HIRING ** 1900?Wealth?is looking for an Investment Advisor to join our Austin office. This role focuses on developing new client relationships, providing strategic investment advice, and delivering comprehensive financial planning for high-net-worth individuals and families. Responsibilities include identifying and cultivating new business opportunities, maintaining client relationships, and coordinating banking services through Jefferson Bank. Candidates should have 3+ years of experience in investment management, a strong understanding of private equity and alternative investments, and excellent communication skills. A Series 65 license is required (or must be obtained within 90 days). To learn more about this opportunity, submit your resume to?[email protected]. #1900Wealth #InvestmentAdvisor #NowHiring #AustinJobs #WealthManagement
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