Women & Wealth
Empowering the relationship
between Women & Wealth.
women in the process by listening carefully.
women to make educated decisions that are consistent with their values and goals.
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:
Events specifically designed for women
Next generation education and financial tools
Community cultivation and mentoring
Women & Wealth
Let’s discuss your financial plans.
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.