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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 feature
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
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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Videos
2024 Presidential Election: How the Results May Impact the Market
The wait is over, and the results are in – Donald Trump has won the 2024 Presidential Election. Join our Investment Team as they provide…
SENDEROinvestments
November 8, 2024
Videos
Election Day 2024 – Let Your Voice be Heard
Today is Election Day, and we let our voices be heard at the ballot box. If you haven't already, we hope you'll take part in…
Sendero®
November 5, 2024
Wealth Podcast
This is Wealth – Living Life Richly: Episode 7
Episode 7 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode of This is Wealth - Living Life…
Sendero®
October 16, 2024
Wealth Podcast
This is Wealth – Living Life Richly: Episode 6
Episode 6 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, host Liz Crawford welcomes Teri Grubb, Sendero…
Sendero®
October 2, 2024
Wealth Podcast
This is Wealth – Living Life Richly: Episode 5
Episode 5 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, Liz Crawford speaks with Lisa Friel, CPA…
Sendero®
September 18, 2024
Videos
Financial Conversations with Kids
Is it ever too late to have financial conversations with your kids? In our latest video, we explore why having these conversations is important and…
Edward A. Hart, Partner | President
September 12, 2024
Wealth Podcast
This is Wealth – Living Life Richly: Episode 4
Episode 4 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, join host Elizabeth Crawford on “This is…
Sendero®
September 4, 2024
Wealth Podcast
This is Wealth – Living Life Richly: Episode 3
Episode 3 of our podcast, This is Wealth – Living Life Richly, is now available. Join host Elizabeth Crawford on “This is Wealth,” as she…
Sendero®
August 21, 2024
Videos
Habits, Routines, and Time Management
Small changes over time can lead to positive results when trying to overcome a bad habit or form a healthy one. In this video, we…
Edward A. Hart, Partner | President
August 15, 2024
Market Updates
Market Update: August 2024
Join our Investment Team as they discuss the recent volatility and decipher what has been happening in the markets globally.
SENDEROinvestments
August 8, 2024
Wealth Podcast
This is Wealth – Living Life Richly: Episode 2
Episode 2 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, Liz sits down with international speaker, wellness…
Sendero®
August 8, 2024
Videos
3 Tips for a Mid-Year Financial Check In
With summer coming to a close, it’s a good time to do a quick appraisal of your financial situation. In this video, we give you…
Tyler Davies, Investment Advisor
July 31, 2024
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