Integrity
Recommendations guided by what’s right for you — not what’s easiest to sell.
About South Texas Wealth
Founded by Jeremy Sakulenzki, we are an independent financial planning firm dedicated to protecting retirement savings.
Honesty
Clear explanations of risk, fees, and trade-offs so you can decide with confidence.
Commitment
Ongoing reviews, proactive communication, and planning that evolves with your life.
Confidentiality
Your financial picture stays private. Trust is the foundation of every relationship.
South Texas Wealth is an independent financial planning firm founded by Jeremy Sakulenzki in San Antonio. We serve people of all ages, but we specialize in protecting the retirement savings of baby boomers — households who have worked hard, saved diligently, and cannot afford a costly planning mistake near retirement.
Our discipline-based investing strategy is built around integrity, honesty, commitment, and confidentiality. We believe financial management should reduce uncertainty, not add to it.
Our primary focus is not to make you rich, but to do absolutely everything possible to make sure you are never poor. That means emphasizing capital protection, sustainable income, and strategies designed for the long term — not chasing short-term headlines.
Because we are independent, we have the flexibility to offer what’s best for you. In a free, no-obligation consultation, we can review your current retirement plan strategy and tell you whether you are where you should be — or whether we can help improve the returns and safety of your savings.
About Jeremy Sakulenzki, Founder & CEO
Starting with a passion to help others protect their assets — and a business degree from Texas A&M — Jeremy interviewed with multiple top financial planning firms before beginning his career at New York Life.
He quickly realized he was limited in his ability to help clients in the way that was best for them. Drawing on his family’s entrepreneurial spirit, he founded South Texas Wealth to put clients first and retain the freedom to offer what is right for each household.
Today, Jeremy leads a firm focused on education and clarity. He authored 7 Financial Planning Mistakes Baby Boomers Need To Avoid and later expanded the topic into 13 Financial Planning Mistakes Baby Boomers Make & How To Avoid Them. His writing reflects the same philosophy clients experience in person: practical guidance, honest conversations, and a focus on avoiding irreversible mistakes.
Jeremy is also active in the San Antonio business community and regularly speaks with employers about retirement plan design, fiduciary responsibilities, and participant education.
What to expect
A consultation built around clarity
Whether you’re reviewing retirement income, evaluating risk, or exploring a 401(k) plan for your business, we start by listening.
Understand your goals
We review where you are today, what you’re trying to protect, and what success looks like.
Identify gaps
We look for risks, tax exposure, income shortfalls, and planning blind spots.
Discuss options
You receive clear explanations — not jargon — so you can make informed decisions.
Decide next steps
There is no pressure. You choose whether to move forward, and on what timeline.
Protecting wealth — that's our goal. Putting clients first — that's our guarantee. Jeremy Sakulenzki, Founder & CEO