Sendero® is actively seeking advisors who want to grow their practice and bring a broader suite of services to their clients. Our services cater to the needs of individuals, families and institutions looking to grow their wealth and have a partner to navigate the complexities that come with wealth. We assist clients in planning and investing their assets, but we don’t stop there. We have the resources to offer business consulting, succession planning (family and/or business), fully address charitable intentions as well as work with families to bring along and educate, in finances and family values, the next generations. Do you have trouble engaging both halves of your couples? Our SENDEROWomen program and events are a great way to create full engagement.
Sendero® has deep talent and expertise in all areas of the firm – investments, client services, business solutions including accounting, IT, compliance and human resource management.