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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 feature
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
SABJ- Women-led Wealth Management Firm Working on a New Path
There’s a new woman-led company in the local financial services industry. Here’s what the CEO has planned for Sendero Wealth Management. Read More…
Kayla Threet, Marketing Coordinator
October 9, 2017
In The News
WOAI – Prominent S.A. Financial Leader Bullish on Fed Moves
The Federal Reserve Board on Wednesday said it will formally begin to sell some $4.5 trillion in bonds which it purchased as part of the…
Kayla Threet, Marketing Coordinator
September 21, 2017
In The News
SABJ – New Leaders to Steer San Antonio Wealth Management Firm
From the San Antonio Business Journal: After more than 20 years in business, the co-founders of Sendero Wealth Management are moving into advisory roles and…
Kayla Threet, Marketing Coordinator
September 20, 2017
Investments
WOAI Interview with Amaury Conti
WOAI came calling on our very own Amaury Conti to talk about the recent market activity: Click here to see the interview.
Kayla Threet, Marketing Coordinator
September 13, 2015
In The News
Staying or Leaving: A Look at How the “Grexit” May Affect You
Just three months in, Greece’s newly elected government is standing firm on the anti-austerity platform that brought it to power in the first place. Its…
Kayla Threet, Marketing Coordinator
April 13, 2015
In The News
Greece Elections: Tragedy for the Euro?
Greece looks to be on the verge of an exit from the EU. It’s only been two years since the country was the recipient of a…
Kayla Threet, Marketing Coordinator
January 13, 2015
In The News
Hong Kong: Why you should be paying attention to the protests
Protesters are angry that the Chinese government is reneging on a de facto agreement guaranteeing democratic voting for Hong Kong for 50 years since the UK handed…
Kayla Threet, Marketing Coordinator
October 13, 2014
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