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.
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.
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 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.
Women & Wealth
Let’s discuss your wealth plan today.
One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.
The sale has been in the works for years. The lottery ticket was bought on a whim. In the wealth management business, both are called liquidity events.
Is your portfolio ready for 2023? Check out our Tactical Asset Allocation which highlights the strategy we use to generate out clients’ portfolios.