About South Texas Wealth
Founded by Jeremy Sakulenzki, we are a premier financial planning firm. We serve people of all ages, but we specialize in protecting the retirement savings of baby boomers.
Our disciplined-based investing strategy has earned us tremendous respect in the finance industry, which we do not take for granted. Our primary focus is not to make you rich, but to do absolutely everything possible to make sure you are never poor.
If you are looking for financial management based on the principles of integrity, honesty, commitment, and confidentially, reach out to us for a free, no-obligation consultation. We will review your current retirement plan strategy and tell you if you are where you should be, or if we can help to improve the financial returns and safety of your savings.
By the way, we are independent, which means we have the flexibility to offer what’s best for you!
About Jeremy Sakulenzki, the Founder & CEO
Starting out with a passion to help others protect their assets – and a business degree from Texas A&M – Jeremy applied and landed multiple job interviews with financial planning firms. After nearly 10 different interviews with some of the top financial planning companies around, he selected New York Life.
Despite the rapid progress he had made with the help of mentors and advisors, Jeremy quickly realized that he was limited in his ability to help his clients in the way that was best for them.
With his family’s entrepreneurial spirit planted deep in his DNA, he resigned from New York Life and starting South Texas Wealth, a financial planning firm dedicated to helping Baby Boomer’s protect their retirement savings from unforeseeable, life-altering circumstances. As the founder, Jeremy has the freedom to do and offer what is always right for his clients.
Jeremy thoroughly enjoys sharing his knowledge with his clients and colleagues in the industry and is an avid writer. You can visit his blog and also download his book, 7 Financial Planning Mistakes Baby Boomers Need To Avoid.
Because of the popularity of 7 Financial Planning Mistakes, Jeremy decided to expand on the topic. In July of 2016 he released 13 Financial Planning Mistakes Baby Boomer’s Make & How To Avoid Them.
Jeremy's Personal Journey
Before He became a CEO and before he became an author, Jeremy was simply a boy who grew up in a hard-working family who prided themselves on discipline and persistence.
Jeremy’s mother was (and still is) the President & CEO of the Rio Grande Valley Hispanic Chamber and his father owned several successful companies. There wasn’t a summer that went by where Jeremy didn’t work for one of his father’s construction and storage companies. throughout his childhood Jeremy got a first-hand taste of the entrepreneurial life.
His work ethic and intelligence earned him acceptance into Texas A&M University in College Station. He initially pursued a degree in engineering, but found his passion studying business. Inspired by his twin brother Jonathan and his interest in Business, Jeremy changed majors and graduated with a degree in Business and two minors in Economics and Psychology.
However, just before his graduation, tragedy struck the family. Jeremy lost his father. And in spite of the massive success each of his father’s companies had achieved, his family did not prepare for this unexpected event. Jeremy quickly learned from his family’s CPA that had his stepmother passed away at the same time, every single thing that his father had worked for would have had to be sold in order to pay the inheritance taxes along with many other taxes.
It was at this pivotal moment that Jeremy Sakulenzki promised to himself that he would never let anybody else end up in the same situation as he and his family found themselves in. This sparked a burning desire to become a financial advisor.
The rest is, as they say, history. Reach out to Jeremy to schedule an appointment or just to say “hi”.
Because of the popularity of 7 Financial Planning Mistakes, Jeremy decided to expand on the topic. In July of 2016 he released 13 Financial Planning Mistakes Baby Boomer’s Make & How To Avoid Them.
Protecting wealth - that's our goal. Putting clients first - that's our guarantee.
- Jeremy Sakulenzki, Founder & CEO
