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
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A new year typically brings reflection on the one passed and resolution for the one ahead. The investment world celebrated a solid calendar year for stocks and just as quickly, we hit the reset button for 2022 and started again. In 2021, we saw the economy recover...
A message from Investment Advisor, Tyler Davies.
Many meeting effectiveness tips — whether the gathering happens in a room or on a Zoom — are well understood by now, including starting and ending on time, creating efficient agendas, establishing clear roles, and remembering when you’re on mute. Even if you...