Sendero | Sendero Wealth Management

A TRUSTED INDEPENDENT ADVISORY FIRM

Navigating Wealth Beyond Investments

AT A GLANCE

What Matters to You?

Sendero | Sendero Wealth Management

Am I going to be okay
financially?

Can I simplify my life with a
family office?

As a woman, do I feel empowered in my decision-making?

Sendero | Sendero Wealth Management

Is my portfolio positioned to meet my goals?

Does my giving reflect my values?

Have I prepared each generation for the future?

Our Solutions

Discovery

Discovery

Investments

Investments

Family Office

Family Office

Foundations & Philanthropy

Foundations & Philanthropy

The Women’s Initiative

The Women’s Initiative

Family
Engagement

Family
Engagement

Wealth is More Than Money

TrustedADJECTIVE

Regarded as reliable or truthful; something or someone to depend upon
Our established reputation comes from real-world experience over decades of working with clients. The wisdom we have acquired is shared through thoughtful decisions focused on your success.

IndependentADJECTIVE

Free from outside control
We have the freedom to advise our clients according to their best interests. Our thoughtful decisions are based on research, experience, judgment and knowledge which translate into stability and confidence for you.

GuidanceNOUN

Advice or information aimed at navigating complex situations
We believe in building lasting relationships through sophisticated advice and thoughtful guidance with the clients we serve. Our philosophy is to understand the vision and needs of our clients, their family, and their business.

Sendero® by the Numbers

$ 1 B

Assets Under
Advisement1

$ 1 M

Alternative
Assets1

100

Sendero®
Clients1

1 %

Client
Retention Rate3

1

Sendero®
Employees1,2

1As of December 31, 2025 | 2Employees of all Sendero Entities | 3Average percentage based on client households, calculated over 5 years, ending December 31, 2025

Disclosures

Awards

Sendero | Form CRS, Disclosures & Important Documents
Advisory HQ Top Financial Advisors in SA
Sendero | Form CRS, Disclosures & Important Documents
Forbes Best-In-State Wealth Advisors
Sendero | Form CRS, Disclosures & Important Documents
Forbes America's Top Women Wealth Advisors
Sendero | Form CRS, Disclosures & Important Documents
Forbes America's Top Women Wealth Advisors
Sendero | Form CRS, Disclosures & Important Documents
Advisory HQ Best Financial Advisors in San Antonio
Sendero | Form CRS, Disclosures & Important Documents
San Antonio Business Journal C-Suite Award
Sendero | Sendero Wealth Management
Financial Times Top 300 Financial Advisors

“You are our primary focus; the lens from which we view all of our decisions.”

Sendero | Sendero Wealth Management

Partner | Chief Executive Officer

Insights

Sendero | Global Investing Lessons from the World Cup

Global Investing Lessons from the World Cup

With the 2026 FIFA World Cup now underway, global markets and a global sport intersect in a way that offers a useful framework for investors. While the tournament will ultimately be decided on the pitch, several underlying dynamics—talent development, diversification, structural discipline, and behavioral volatility—can serve as helpful analogies for the forces that may influence long-term investment outcomes. What can the San Antonio Spurs vs. Oklahoma City Thunder Game 7 teach us about a market near new highs? Find out in our latest article.
Sendero | Market Update: June 16, 2026

Market Update: June 16, 2026

Markets generally demonstrated resilience, recovering from early volatility as investors balanced rising inflation pressures, evolving geopolitical developments in the Middle East, and continued strength in capital markets activity. Encouragingly, equity performance appeared to broadened beyond mega-cap leadership, while credit markets remained stable, implying underlying confidence despite a more complex macro backdrop. Against this environment, investors continue to weigh the durability of growth, the trajectory of inflation, and the potential implications for central bank policy. U.S. equities finished modestly higher, with the S&P 500, Dow Jones Industrial Average, and Nasdaq all advancing approximately 0.6%–0.7%, as per Bloomberg data.
Sendero | Monthly Market Recap: May 2026

Monthly Market Recap: May 2026

In May’s market recap, Amaury reflects on what moved the markets last month, sharing his perspective on equity markets, inflation, the SpaceX IPO, fixed income markets, and more.

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