About Us
Our Story
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.
Mission Statement
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.
Investment Management
Family Office
Family Foundations
Women & Wealth
Family Legacy
Let’s discuss your financial future.
Insights
Tactical Asset Allocation – March 2022
This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. The comments reflect opinions as of the specific date listed and can change quickly based...
Sendero Chart of the Month
Now that the Fed has raised rates, investors are looking at the (Treasury) curve for an indication of what’s next for the economy. Historically, the spread between 2-Year and 10-Year Treasuries, known as the “2-10 spread”, has commonly been used to forecast potential...
Transparency Among Generational Wealth Issues
Sendero Wealth Management
| San Antonio 250 W Nottingham Suite 300 San Antonio, TX 78209 |
Austin 200 Congress Ave. Suite 904 Austin, TX 78701 |
Sendero Family Enterprise
| San Antonio 250 W Nottingham Suite 300B San Antonio, TX 78209 |
Office Phone
(210) 805-0171
Contact Us