Trust. Honor. Respect. Service. Family.
With these five simple words, Sendero Wealth Management was created to serve multi-generational families, entrepreneurs, business professionals, select institutions, and charitable organizations. Our legacy is built on the understanding that each situation is unique, and we hold honest conversations and shared ideas with our valued relationships.
As a trusted partner, you can count on us to help guide and navigate your financial goals. As businesses and economies have life cycles, so do families. The financial life cycle of a family is where we add our expertise. Sendero offers distinct specialties to address the changing needs of our wealth families and institutional clients. As a trusted partner, you can count on our team to help guide and navigate your financial goals.
Centered around you. Sendero believes in a personalized approach to wealth management. We possess the expertise and insights to focus on the unique goals and legacies that our clients want to leave. Our model is designed to deliver what our clients need – an individualized planning process that provides a clear path and adapts to changes in life.
Our business is designed to focus on the client. We help preserve the legacy of our clients and cultivate long lasting relationships.”
Guiding your path forward
As the financial life cycle of our clients evolves, so do their wealth management strategies. Our suite of services is designed to educate, empower, and secure our clients financial future beyond the portfolio. Comprised of Family Office, Family Foundations, Women & Wealth and Family Legacy, these business lines offer solutions to address the changing needs of our clients.
Your relationships from plan to portfolio
Our clients trust the expertise of our wealth advisors. Working together, we provide unique solutions for your wealth story. Our thoughtful decisions are based on research, experience, judgment and knowledge which translates into stability and confidence for you.
We have the freedom to advise our clients according to their best interests, without the limits of a proprietary company. The strategies and investments we use are ones we believe in and invest in ourselves. We offer services through an independent and transparent approach providing a positive client experience.
Our investment process is a continual, transparent dialogue with our clients and their beneficiaries. We believe in building lasting relationships with sophisticated advice and thoughtful guidance with the clients we serve. Our philosophy has always been to strengthen families, guide institutions and build unity through communication and financial education.
Meet Our Team
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...