OUR SOLUTIONS

Empowering Women

Investing in your future

Women are looking for a trusted partner who considers all elements of their life, from family to finances. We work with you to define your current needs and future objectives whether this is your first time in control, or you are used to making decisions.

Meeting your needs, at every stage of your life

Women have unique wealth management needs regardless of the phase in life. We are committed to engaging, empowering, and partnering with women to become stewards of their wealth throughout each stage of their lives. We are inspiring and educating women to instill confidence in creating a healthy relationship with money now and for years to come.

Pivotal life moments

It is essential that women planning for their financial futures learn how to manage their wealth throughout their lifetime. A liquidity event, death, disability, and divorce can change things in an instant. We believe women can benefit from working with an advisor who can help them understand their options. Together, we create a thoughtful plan to ensure success and prosperity.

Your Path To Security

At Sendero^®, we created a platform where women could freely talk about and understand their personal finances. Our pioneering program is designed to guide women and provide clarity to their financial future. We provide the tools and education to instill confidence to create a healthy relationship with their money, both now and moving forward.

Educational programs

Financial knowledge

Events specifically designed for women by women

Next generation education and financial tools

Community cultivation and mentoring

Holistic approach

No matter where you are in your journey, we have been there. As wives, mothers, sisters, only children, single, married, divorced, or widowed, we are the glue that holds our families together. We are committed to mentoring and working alongside women in commanding their financial lives. You have the power. We help you wield it effectively.

Bringing you into the conversation