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Why Sendero
®
What Makes Us Different
People
What Matters to You
Discovery
Maintaining my lifestyle
Preparing for the next phase of life
Family Engagement
Preparing each generation for the future
Educating my kids about money
Foundations & Philanthropy
Teaching my family to give
Charity is important to me
Family Office
Simplifying my life
Organizing my assets and planning for the future
The Women’s Initiative
Empowering women to achieve financial freedom
Working with other women
Investments
Unbiased and personalized financial advice
Accessing investment that work for me
Individuals | Families
Institutions
People
Insights
Contact
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In The News
Sendero Wealth Management Welcomes Tom Yager as Investment Advisor
Sendero Wealth Management Welcomes Thomas Yager as Investment Advisor
Sendero®
October 9, 2025
In The News
Sendero Wealth Management Welcomes Ed Kreusel as Investment Advisor
Sendero Wealth Management Welcomes Ed Kreusel, CFA as Investment Advisor
Sendero®
October 9, 2025
Investments
Monthly Market Recap: September 2025
In September’s market recap, Amaury provides insights on earnings, tariffs, interest rates cuts, the labor market, international markets, and more.
Amaury de Barros Conti, Partner | Vice President Investments
October 6, 2025
Financial Planning
When Life Changes Everything: Protecting What Matters Most
Life’s biggest challenges often arrive without warning—illness, loss, divorce, or career disruption. In these moments, your financial plan becomes more than a strategy. It becomes…
Lee Przybyla, CFP®, Vice President Financial Planning
October 3, 2025
Financial Planning
The Heart of Retirement: Redefining Wealth for What Matters Most
As the pace of life slows and our calendars open up, retirement invites us to rethink what it means to be live life richly. Inspired…
Elizabeth Flavin Crawford, Partner | CEO
September 19, 2025
Videos
Monthly Market Recap: August 2025
In August’s market recap, Amaury provides insights on global equities, mid-cap and small-cap stocks, the Jackson Hole Symposium, and more.
Kayla Threet, Marketing Coordinator
September 4, 2025
Wealth Podcast
This is Wealth – Living Life Richly: Episode 12
In this episode of This Is Wealth: Living Life Richly, host Liz Crawford talks with Staci Almager, former CEO of Hill Country Family Services, about…
Sendero®
September 3, 2025
Videos
Back to School 2025
Back-to-school season brings fresh opportunities for our children to learn, grow, inspire, and lead. As classrooms fill with curiosity and backpacks with dreams, let’s remember:…
Sendero®
August 29, 2025
Articles
Investing in Tomorrow’s Leaders: Sendero’s High School Shadowing Program
This summer, Sendero® proudly launched its first-ever High School Shadowing Program—an immersive experience designed for juniors and seniors to explore careers in wealth management. Inspired…
Tara D. Maxwell, PHR, SHRM-CP, Partner | Family Engagement Founder
August 29, 2025
Financial Planning
August Financial Planning: A Mid-Year Checkup for Families
As summer winds down and the school year approaches, August offers a unique opportunity to reflect and realign your family’s financial strategy. From tuition payments…
Lee Przybyla, CFP®, Vice President Financial Planning
August 14, 2025
Sendero® Service
2025 CowParade
CowParade is the largest public art event in the world, and this year it’s back in San Antonio with CHRISTUS Children’s as its exclusive charity…
Elizabeth Flavin Crawford, Partner | CEO
August 8, 2025
Videos
Monthly Market Recap: July 2025
Amaury provides insights on global equity markets, the S&P 500, tech stocks, the Federal Reserve’s latest meeting and House testimony, and more.
Amaury de Barros Conti, Partner | Vice President Investments
August 8, 2025
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