Sadie I. Schweers

Sadie brings nearly a decade of experience in asset management, strategic planning, portfolio management, marketing, and client services to her role as Wealth Advisor. She excels at assisting high-net-worth individuals, families, and institutions navigate the complexities of wealth. Her ability to build strong relationships and deliver tailored financial solutions is complemented by her commitment to fiduciary standards and client-focused service.

As a Wealth Advisor at Sendero^®, Sadie guides clients from their initial engagement through every stage of their financial journey. She shines at building meaningful connections and collaborates closely with clients to design strategic, personalized solutions that align with their unique needs and goals. Dedicated to delivering an exceptional client experience, Sadie ensures consistent support as prospects become long-term partners. Her commitment to operational excellence and relationship-building contributes to the firm’s continued growth and positive culture.

Sadie holds a Bachelor of Science in Retail Management from the International Academy of Design and Technology. Active in her community, Sadie serves on multiple boards and advisory committees, demonstrating leadership and a commitment to service.