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Why Sendero
®
What Makes Us Different
People
What Matters to You
Discovery
Maintaining my lifestyle
Preparing for the next phase of life
Family Engagement
Preparing each generation for the future
Educating my kids about money
Foundations & Philanthropy
Teaching my family to give
Charity is important to me
Family Office
Simplifying my life
Organizing my assets and planning for the future
The Women’s Initiative
Empowering women to achieve financial freedom
Working with other women
Investments
Unbiased and personalized financial advice
Accessing investment that work for me
Individuals | Families
Institutions
People
Insights
Contact
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In The News
Anne Buckthal Chilton, CFA is Promoted to Investment Advisor
Anne Buckthal Chilton, CFA was recently recognized in San Antonio Business Journal’s People on the Move for her promotion to Investment Advisor.
Sendero®
June 14, 2023
In The News
Sendero® Expands to Austin
Sendero® is growing, and we are excited to have expanded to Austin, TX with the opening of our new office. Discover more about our growth…
Sendero®
May 10, 2023
In The News
Sendero® Welcomes Julie K. Gerron, CFA as General Counsel | Chief Compliance Officer
As General Counsel | Chief Compliance Officer, Julie is directing regulatory compliance and risk mitigation programs. Read our press release >>
Sendero®
April 21, 2023
In The News
Kristina G. Craig, CPA, CGMA® named Chief Financial Officer | Chief Operating Officer
“Kristina’s vast knowledge and skillset allows us to think broader, take on more complex client projects and creatively grow and expand our teams…” –Elizabeth Flavin…
Sendero®
March 29, 2023
Articles
The Sendero Story Part 2
Fred was sure to continue his legacy as well. In 2011, Fred and Scott analyzed the industry landscape and deduced, like many business owners, they…
Edward A. Hart, Partner | President
February 9, 2023
Articles
Blazing the Sendero Trail, Part 1
Trails require someone to take the lead; to be the first one to carve the path that will eventually become a trusted trail. Sendero means “path”…
Edward A. Hart, Partner | President
February 1, 2023
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