Sendero

Sendero Serving clients with the purpose of guiding and navigating their financial futures.
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SpaceX has publicly filed for an IPO, setting up what is expected to be the largest IPO in history. SpaceX is expected t...
05/29/2026

SpaceX has publicly filed for an IPO, setting up what is expected to be the largest IPO in history. SpaceX is expected to go public in late June at an estimated valuation between $1.75 and $2 trillion. Here are the 5 things every investor should want to understand before it happens, including what it could mean if you own index funds.

Swipe through for the breakdown. Save this post for reference.

Join us in celebrating several recent work anniversaries! Our clients benefit from the experience, care, and commitment ...
05/28/2026

Join us in celebrating several recent work anniversaries! Our clients benefit from the experience, care, and commitment these team members bring every day.

We’re grateful to have each of you as part of the Sendero® team!

Memorial Day is a time to remember those who gave their lives in service to our nation. We’re honored to share reflectio...
05/25/2026

Memorial Day is a time to remember those who gave their lives in service to our nation. We’re honored to share reflections from two Sendero team members who served, Fred Middleton and Codey Flickinger, offering a personal perspective on the meaning of remembrance. Swipe to see read their reflections.

05/24/2026

Registration is now open for our 3rd annual Financial Literacy Bootcamp!

Built for high school and college students, this program is designed to provide engaging, hands-on learning experiences that make personal finance both practical and fun.

Scan the QR code at the end of the video or email [email protected] to register!

05/22/2026

Meet one of our asset managers, Fiduciary Management, Inc. (FMI), an independent money management firm based in Milwaukee. We sat down with FMI’s Partner | Senior Analyst, Robert M. Helf for a Q&A on some of today’s trending themes.

Discover more about Robert and FMI’s background in this video and stay tuned for an engaging Q&A series with FMI, beginning!

05/20/2026

Thank you to everyone who joined us for tonight’s Mix & Mingle event hosted through Sendero’s Women’s Initiative. It was a wonderful evening filled with meaningful conversations, new connections, and community.

Events like these are a reminder of the value of bringing people together to share experiences, build relationships, and support one another.

We appreciate everyone who joined us and look forward to future gatherings together.

Episode 16 of our "This is Wealth - Living Life Richly" podcast is available now: https://sendero.com/this-is-wealth-liv...
05/15/2026

Episode 16 of our "This is Wealth - Living Life Richly" podcast is available now: https://sendero.com/this-is-wealth-living-life-richly-episode-16/

As women, there are things we just don’t say out loud. In this episode, host Elizabeth Crawford is joined by her colleague Sadie I. Schweers, Wealth Advisor at Sendero®, to pull back the curtain on Let’s Talk, a small‑group, confidential program within Sendero’s Women’s Initiative that creates space for women to have honest conversations about money and the lives wrapped around it.

05/10/2026

We believe that legacy is not only what is passed down financially, and wealth is not only measured by assets.

This Mother’s Day, we honor the mothers whose patience, resilience, and love compound across generations and redefine what true wealth really means. 💕

Read our Mother's Day article "The Wealth of a Mother" here: https://sendero.com/happy-mothers-day-3/

🏇🏆A historic moment at the Kentucky Derby sparked an unexpected lesson and deep reflection for Partner | President | COO...
05/08/2026

🏇🏆A historic moment at the Kentucky Derby sparked an unexpected lesson and deep reflection for Partner | President | COO, Ian Sale.

As a father of three daughters, Ian saw Cherie DeVaux’s win not only as a milestone that broke barriers but as a reminder that excellence opens doors regardless of gender.

This article explores how Cherie DeVaux’s historic win mirrors the values at the core of Sendero’s Women’s Initiative: preparation, confidence, and inclusion 👉 https://sendero.com/empowering-women-a-fathers-vision/

05/08/2026

In April’s market recap, Partner | Vice President of Investments, Amaury Conti, reflects on what moved the markets last month, sharing his perspective on equity markets, Fed rates, credit and fixed income, inflation, and more.

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250 W. Nottingham Suite 300B
San Antonio, TX
78209

Telephone

+12108050171

Website

https://linktr.ee/senderowealthmanagement

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