Wealth. Well-Managed.

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.

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A successful investment plan requires a complete and well-balanced process.

John B. Rowsell, PhD

Partner | Chief Strategist

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.

Strategic planning:
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.

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At our core, we are investors.

Amaury de Barros Conti

Partner | Vice President Investments

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
Market commentary
Comprehensive weath management recommendations
Access to competitive lending options

Investment Management

Family Office

Family Foundations

Women & Wealth

Family Legacy

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Let's discuss your wealth plan today.

Insights

Don’t Get Scammed

We are consistently bombarded by hackers, spammers or whatever you like to call them.  They use our phone — voice and text — email, social media, and other devices, to attack us. This is a very lucrative business for the cybercriminals. It is estimated that...

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