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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
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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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
Investments
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
Investments
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
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
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
Investments
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
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
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
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