Sendero Wealth Management

Sendero Wealth Management is a Financial planner in San Antonio, TX. The firm provides wealth management and investment guidance through holistic solutions that address both professional and personal goals. It serves multigenerational families, entrepreneurs, women, professionals, institutions, and charitable organizations. Clients benefit from a low client‑to‑advisor ratio that allows individualized attention. Sendero operates as a fiduciary and draws on decades of experience investing across asset classes. The practice serves clients in San Antonio as well as nearby Austin and Boerne. It holds a 5.00 rating from reviewers.

The firm emphasizes intellectual honesty, independent thinking, and personal connections in its advisory approach. Its investment team follows an institutional, disciplined process informed by global investing experience. Team members have backgrounds in acquisition and disposition of business and personal assets, risk management, family office and foundation management, and multigenerational legacy training. Being privately owned, the partners are directly involved in client relationships, ensuring a partner‑led service model.

Sendero Wealth Management’s office is located at 250 West Nottingham Drive, Suite 300 in San Antonio. It sits on West Nottingham Drive, roughly 0.2 miles from both East Basse Road and Broadway. The ReaLife MRI clinic is about 0.4 miles away, while Quarry Golf Club lies approximately 0.5 miles from the office. Educational institutions such as La Petite Academy and Alamo Heights Junior School are within 0.6 miles.

With its independent, partner‑led structure and focus on comprehensive, client‑centered planning, Sendero Wealth Management provides a distinctive wealth‑management resource for individuals and families in San Antonio.

Services:

• Family Office Services
• Holistic Wealth Management Solutions
• Investment Advisory
• Philanthropic Planning
• Women's Financial Empowerment