South Texas Wealth™, founded by Jeremy Sakulenzki and based in San Antonio, Texas, is an independent financial planning firm specialising in employer-sponsored retirement plans such as 401(k)s, profit-sharing, and cash balance accounts. The firm offers a range of services including financial and retirement planning, life and disability insurance, college savings plans, and investment management. Their approach is centred on a research-driven, four-step investment process tailored to individual client needs, emphasising transparency and strong risk management. South Texas Wealth is committed to client education, providing resources like a blog and learning centre to help clients make informed financial decisions.