New Year Financial Planning: A Checklist for Your Financial Health
January is a great month to pause, reflect, and set a clear course for your family’s financial well-being. In this article, you’ll find a practical checklist and thoughtful guidance to help you make the most of your financial health in the new year.
Living Our Values: My Personal Decision to Become a Sendero Client
This article offers a unique, personal perspective on Sendero’s culture, seen through the eyes of Ian Sale, our Partner | President | Chief Operating Officer.
The Gift of Time: Building New Traditions in Seasons of Change
The holidays remind us that life moves in cycles—loss, joy, and change. This season, focus on what truly matters: time together. Instead of falling into old routines or small talk, be intentional. Simple gestures like a shared walk, a toast to loved ones, or hopes for the year ahead, create space for the family you are now. Enjoy our latest article about how spending time intentionally with your family is one of the greatest holiday gifts.
Cybersecurity Tips to Protect You and Your Family in the Age of AI-Driven Threats
As artificial intelligence continues to advance, cybercriminals are leveraging these technologies to create more sophisticated and personal threats. With over 1,300+ AI-powered tools now available to hackers, protecting yourself and your loved ones online is more important than ever. Discover tips to help protect yourself and your loved ones from Cybersecurity threats in our latest article.
Honoring Service and Celebrating Sacrifice
Veterans Day is a moment to pause, reflect, and express our deepest gratitude to all who have worn the uniform of our nation. From all of us at Sendero®, thank you to all who have served and continue to serve!
The Psychology of Retiring: Planning Your Purpose Beyond the Portfolio
Many executives and founders discover that the biggest challenge in retirement is money; it’s identity. After decades of working with ultra-high-net-worth individuals, Liz has found that the happiest retirees aren’t those with the largest portfolios—they’re the ones who invest in discovering their next purpose. In this article, Liz shares insights on redefining retirement as a time that is not just for rest—it’s a time to thrive.
When Life Changes Everything: Protecting What Matters Most
Life is full of surprises—sometimes it’s an unexpected retirement, sometimes a sudden health change. We believe the best time to plan for the unexpected is before it happens. Discover how proactive planning can provide your family with the opportunity to focus on what matters most, with less stress and more confidence.
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 a lifeline. In this article, Lee Przybyla shares how to build a resilient financial foundation that can help protect your family, your future, and your peace of mind. Discover how to prepare for the unexpected and ensure your wealth truly serves what matters most.
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 by Sahil Bloom’s “The 5 Types of Wealth,” this article explores how time, connection, curiosity, health, and financial freedom come together to create a life of deep fulfillment.
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 by a mentorship story that began eight years ago—leading one student to become a current intern—this program proves the power of early guidance and meaningful connections.