Women & Wealth
Empowering the relationship
between Women & Wealth.
WE ENGAGE
women in the process by listening carefully.
WE EMPOWER
women to make educated decisions that are consistent with their values and goals.
WE PARTNER
with women to make smart financial decisions and design a customized plan.
Finding your path to financial security.
Meeting your needs, at every stage of your life. At Sendero, we created a platform where women could freely talk about and understand their personal finance. Our pioneering programs are designed to guide women and provide clarity in their financial future. We provide the tools and education to instill confidence to create a healthy relationship with their money, both now and in the future.
Our ultimate goal is to empower women to have the knowledge and peace of mind necessary to make solid financial decisions.
Our women & wealth services include:
Financial knowledge
Events specifically designed for women
Next generation education and financial tools
Community cultivation and mentoring
Holistic approach
Investment Management
Family Office
Family Foundations
Women & Wealth
Family Legacy
Let’s discuss your financial plans.
Insights
What To Do When Liquidity Washes Over You
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.
Tactical Asset Allocation – September 2022
Is your portfolio ready for 2023? Check out our Tactical Asset Allocation which highlights the strategy we use to generate out clients’ portfolios.
Sendero Fall 2022 Investment Webcast
Sendero Wealth Management
250 W Nottingham Suite 300
San Antonio, TX 78209
Sendero Family Enterprise
250 W Nottingham Suite 300B
San Antonio, TX 78209
Office Phone
(210) 805-0171
Contact Us