Commitment to our clients

Sendero Wealth Management (Sendero) has a long history of serving clients for generations. We know wealth management is a long-term personal relationship based on your needs, not ours. Trust and integrity are at the core of this relationship. As a client of Sendero, you will receive the time you need and attention you deserve. In order to best serve you, we have a limited number of clients, keeping our focus on you.

Life has many moving pieces. Managing wealth requires long-term planning to adjust and water as you experience changes in your life. Our approach is designed to deliver sophisticated and highly personalized services.

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Trust requires going beyond the expectations of our clients. It is based on the confidence and communication that Sendero brings to the relationship every day.

Edward A. Hart

Partner | President

Partnering. Together.

Developing relationships in the financial community is part of business. We work alongside industry leaders in the fields of accounting, business advisory, law, and financial planning to create collaborative strategies for our clients. Whether it is working with your current relationships or building a team to fit your needs, Sendero can help.

Clients we serve

Individuals & Multi Generational Families

There are many important financial stages in life, ranging from building wealth to plans for spending it. Clients deserve mts and goals of each individual or family. We educate the rising generation and bring them into the conversation.

Women

Women have a growing desire to advocate for themselves and are controlling a significant amount of today’s wealth. Women have unique wealth management needs. Our goal is to support a future of strong, independent women, based on education, guidance, and empowerment.

Entrepreneurs & Business Owners

As a business owner, much of your family and personal wealth is tied to your business. From growing your business to balancing your family needs, we understand the strategic life cycle of business ownership. Our goal is to create a comprehensive wealth plan that goes beyond the business you created.

Foundations & Endowments

We work with nonprofit institutions in preserving and growing the funds that support their mission. Our team works directly with the organization to help develop an investment policy, asset allocation and spending policy that reflect the unique needs of those we serve.

Investment Management

Family Office

Family Foundations

Women & Wealth

Family Legacy

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Let’s discuss your wealth plan today.

Insights

Vacations and the Market

For the last few years, I have tried to alternate our family summer vacations between relaxation and education: beach one year, museums the following year. In 2020, our plan was to go to Philadelphia and Washington, D.C., but that did not happen, and we ended up...

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