Sendero Wealth Management
Sendero Wealth Management, based in Boerne, TX, is a trusted independent advisory firm dedicated to guiding clients through their financial futures with a focus on holistic solutions tailored to individual needs. Serving multigenerational families, entrepreneurs, and charitable organizations, they prioritize personal connections and a low client-to-advisor ratio for enhanced client experiences.
With decades of investment experience and a commitment to fiduciary responsibility, Sendero employs a disciplined approach to wealth management that encompasses investment strategies, family office management, and legacy planning. Their partner-led model ensures that clients receive personalized attention and expertise throughout their financial journey.
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