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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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Sendero Videos
This is Wealth – Living Life Richly
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
Sendero 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
Sendero 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
Sendero Videos
Happy Father’s Day!
Family is one of Sendero’s Core Values. Join us in celebrating this value with a video of all the Sendero® dads in honor of Father’s…
Sendero®
June 14, 2024
Sendero Videos
Fatherhood and Family Values
In anticipation of Father’s Day this weekend, Partner | Chairman, Scott R. McMillian reflects on fatherhood and family values. He also shares a story about…
Scott R. McMillian, CPA, CFP®, Partner | Chairman
June 14, 2024
Market Updates
Monthly Market Recap: May 2024
In this video, we provide a recap of what happened in the markets during the month of May.
Amaury de Barros Conti, Partner | Vice President Investments
June 13, 2024
Sendero Articles
Integrating Financial Wellness into Men’s Health Month
June is Men’s Health Month. While much of the focus during this month is on physical health and wellness, there are other aspects of wellness…
Sendero®
June 6, 2024
Sendero Videos
Financial Literacy Bootcamp 2024
We are excited to announce the launch of our first Financial Literacy Bootcamp on June 17th! We believe that learning financial literacy from a young…
Elizabeth Flavin Crawford, Partner | CEO
May 30, 2024
Sendero Videos
Not Investing with Your Politics
2024 is an election year, which brings many questions about the potential market impact of different political outcomes. What can you do when the market…
Tyler Davies, Investment Advisor
May 23, 2024
Sendero Articles
Gifting Stock Portfolios to High School Graduates
As high school graduation season approaches, many families are contemplating the perfect gift to commemorate this milestone. Discover why considering the unconventional gift of stock…
Sendero®
May 10, 2024
Sendero Videos
Honoring Our Mothers
Family is one of our core values. We are celebrating that value today by honoring all the mothers of Sendero®. Enjoy this video that highlights…
Sendero®
May 8, 2024
Market Updates
Monthly Market Recap: April 2024
In this video, Partner | Vice President Investment Amaury de Barros Conti provides a recap of what happened in the markets during the month of…
Amaury de Barros Conti, Partner | Vice President Investments
May 8, 2024
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