Managing wealth effectively involves expertise, knowledge, communication and consistency. Our commitment begins with a disciplined approach to asset allocation, portfolio management and advisory services. We navigate the landscape of investment management for our clients. Together, we uncover what matters to you most, design a plan and chart your path.
Sendero Wealth Management (Sendero) is an independent wealth advisory firm providing investment management and client education services. As a fiduciary, we are held to a higher standard of conduct and our obligations extend beyond the first meeting. We continually monitor our clients’ investments, financial situations, and adhere to best practices for the duration of our relationship.
A successful investment plan requires a complete and well-balanced process.
Growing our business,
one relationship at a time.
Our firm serves multiple generations of clients. Our experts can guide you whether your needs are investment related, philanthropic, or lean more toward business consulting and succession planning.
A properly built investment portfolio considers your goals, tolerance for risk and financial ability to take risk. It’s a road map that puts you on the path for your financial goals.
the cornerstone of your financial plan.
Wealth management integrates your situation, preferences and goals to offer an array of choices to reach your objectives. We take a personalized and collaborative approach to investing and wealth management.
Such collaboration allows us to offer thoughtful guidance and highly personalized services focused on improving your life. The independence of our firm allows our investment team to find the best fit strategies for you, our relationship.
At our core, we are investors.
Our wealth planning includes:
Goal assessment and prioritization
Comprehensive aggregate reporting
Spending policy development
Asset allocation and diversification
Public and private security expertise
New investment opportunities
Financial planning and strategic guidance
Comprehensive weath management recommendations
Access to competitive lending options
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.