Our team at Sendero® believes in a personalized approach that is focused on you. Our model is designated to deliver what you need – an individualized planning process that provides a clear path and adapts to changes in life.
2 | Discovering Wealth Management
Wealth management is more than managing stocks, bonds, asset allocation, and pie charts. Wealth management is a relationship, and we start by investing our time with you. Our approach begins with discovering what is important to you and how you best relate to it.
3 | A Relationship-based Approach
We establish expectations, reduce anxiety, and outline a clear path for your financial goals. We work with you to:
Discover what is important to you and why
Develop a plan of action and establish measurable milestones
Create a portfolio design and strategy
Implement a goals-based portfolio
Collaborate, communicate, and report on your progress
4 | Honest Conversations
We hold structured discovery meetings to uncover what is important to you, how you think about money, your biggest worries, and the things you want to achieve. Our disciplined process ensures we explore each of these areas in detail.
5 | From Plan to Portfolio
Understanding your current financial situation is vital to making decisions concerning your future financial goals successfully.