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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
Legacy
Preparing each generation for the feature
Educating my kids about money
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
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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Wealth Podcast
This is Wealth – Living Life Richly: Episode 6
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®
October 2, 2024
Wealth Podcast
This is Wealth – Living Life Richly: Episode 5
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 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 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 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
Wealth Podcast
This is Wealth – Living Life Richly: Episode 1
In this episode of "This is Wealth-Living Life Richly," Elizabeth Crawford and special guest Tara Maxwell explore wealth beyond finances. They discuss its emotional, spiritual,…
Sendero®
July 26, 2024
Videos
The Women’s Initiative
We are excited to announce the relaunch of our Women’s Program – and it has a new name: The Women’s Initiative. The program will kick…
Elizabeth Flavin Crawford, Partner | CEO
July 25, 2024
Videos
2024 Mid-Year Review
Join our investments team as they provide insights into what happened in the first half of the year and look ahead at the remainder of…
SENDEROinvestments
July 25, 2024
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