Our firm was created to serve you. Whether your needs are investment related, philanthropic or lean more toward business consulting and succession planning, we have the expertise to guide you. Our reputation of delivering personal attention and outstanding service is embodied in our high-client retention.
We build advisory relationships with trust and integrity. We have a saying at Sendero: “We don’t outsource trust.” We understand the weight of this trust and the confidence placed in us.
To strengthen the families and foundations of our community through education, advice and honest conversations on their financial lives. To empower clients with peace of mind regarding their financial wellbeing.
Success can be measured by many metrics, but the satisfaction of our clients is best expressed by their own stories.
Freedom with compromise.
We provide personalized financial advice to our clients, many of whom have complex financial needs. Sendero ensures your financial guidance is in your best interest, your financial goals and objectives are our top focus, and your advisory fees are transparent.
Investments are important but only part of the equation of an ongoing wealth plan. Your family, your values, your priorities and goals are part of the equation. Sendero provides personalized financial advice to our clients, many of whom have complex financial needs. Our established reputation is delivering high-touch service and doing what is best for our valued clients.
Women & Wealth
Let’s discuss your financial future.
One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.
The sale has been in the works for years. The lottery ticket was bought on a whim. In the wealth management business, both are called liquidity events.
Is your portfolio ready for 2023? Check out our Tactical Asset Allocation which highlights the strategy we use to generate out clients’ portfolios.