South Texas Wealth

South Texas Wealth is a financial planner in San Antonio, TX. The firm helps clients protect retirement savings through disciplined planning and capital protection strategies. They serve clients of all ages, with a special focus on protecting the retirement savings of baby boomers. Services include reviewing current strategies to identify gaps, building plans designed around safety and long-term income needs, and providing design, review, and support for employer-sponsored retirement plans. The firm emphasizes clear education at every step for participants. South Texas Wealth holds a 5.00 rating based on customer reviews. Founded by Jeremy Sakulenzki, the firm operates as an independent financial planning practice in San Antonio. Sakulenzki established the company after observing how families can be unprepared for the tax and planning consequences of major life events. He holds a business degree from Texas A&M and previously worked at New York Life before founding South Texas Wealth to retain the freedom to offer what is best for each household. The firm’s approach prioritizes clarity, capital protection, and putting clients first. Their primary focus is not to make clients rich, but to ensure they are never poor by emphasizing capital protection, sustainable income, and long-term strategies. The investment process is repeatable and research-driven, selecting high-quality companies through disciplined due diligence. The firm prefers to own high-quality companies for three to five year horizons rather than chasing quarterly performance. An Absolute Return Strategy is designed to participate in advancing markets while protecting capital in sideways or negative markets. The firm also provides education-first guidance for employers designing, launching, and reviewing 401(k) plans, supporting plan sponsors with step-by-step guidance and regular evaluations of fees and investments. South Texas Wealth is known for its positive rating from the customers who have reviewed it. The firm’s reputation reflects its commitment to protecting wealth and putting clients first. Jeremy Sakulenzki is an educator and author who has written on financial planning mistakes baby boomers make. He actively speaks with employers about retirement plan design and fiduciary responsibilities. The firm offers free, no-obligation consultations to help clients review their current strategy and determine if they are on track. South Texas Wealth brings a disciplined, protection-focused approach to financial planning for San Antonio residents and employers seeking clear, honest guidance for their retirement and business plans.

BizScoreAI awards South Texas Wealth a Schema and Structure score of 100 out of 100, which ensures AI assistants and search engines understand exactly what the business is and what it offers. The firm also achieves a Performance score of 92 out of 100, reflecting fast website loading that keeps visitors on the page and supports search engine ranking.

Services:

• College Savings/529’s
• Help Manage Client Investments
• IRA’s and Non-qualified Accounts
• Life and Disability Insurance