A TRUSTED INDEPENDENT ADVISORY FIRM

Navigating Wealth Beyond Investments

AT A GLANCE

What Matters to You?

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?

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

Sendero® by the Numbers

$ 1 B

Assets Under
Advisement1

100

Sendero®
Clients1

1

Sendero®
Employees1,2

1 %

Client
Retention Rate3

$ 1 B

Assets Under
Advisement

100

Sendero®
Clients

10

Sendero®
Employees

10 %

Client
Retention Rate

1As of September 30, 2024 | 2Employees of all Sendero Entities | 3Average percentage based on client households, calculated over 5 years, ending December 31, 2023

Disclosures

Awards

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Advisory HQ Top Financial Advisors in SA
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Forbes Best-In-State Wealth Advisors
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Forbes Best-In-State Women Advisors
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Forbes America's Top Women Wealth Advisors
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Advisory HQ Best Financial Advisors in San Antonio
C SUITE logo 2023
San Antonio Business Journal C-Suite Award
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Financial Times Top 300 Financial Advisors

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

Partner | Chief Executive Officer

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