Sendero Wealth Management 250 West Nottingham Drive, San Antonio, TX 78209

Sendero Wealth Management, located at 250 West Nottingham Drive in San Antonio, Texas, is a finance institution dedicated to guiding and navigating the financial futures of its clients. With a focus on holistic solutions that consider the personal and professional lives of each individual, Sendero stands for intellectual honesty, independent thinking, and personal connections.

Catering to modern families and institutions, Sendero Wealth Management offers long-term personal relationships based on the needs of the client. With a legacy of serving multigenerational families, entrepreneurs, women, professionals, institutions, and charitable organizations, Sendero provides individualized attention through a low client-to-advisor ratio for an enhanced client experience.

With decades of experience investing across asset classes, Sendero Wealth Management acts as a fiduciary, prioritizing the preservation, protection, and growth of client wealth. Utilizing an institutional, disciplined approach to investing, Sendero's experienced investment team provides a consistent process derived from years of global investing experience.

The institution's personalized approach focuses on the individual needs of each client, offering services such as risk management, family office management, and multigenerational legacy training. Sendero Wealth Management aims to help clients navigate the complexities and opportunities in life, promoting their values and legacy along the way.

As a privately owned firm, Sendero places clients at the core of everything they do. With partners actively engaged in client relationships, Sendero is committed to serving clients directly, without outsourcing trust to a bureaucracy. The team approach allows for partner oversight at every level of the firm, ensuring that clients receive personalized and highly attentive services.

Overall, Sendero Wealth Management is dedicated to helping clients achieve their financial goals and navigate their financial futures with integrity, expertise, and a focus on long-term success.