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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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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
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
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
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
Videos
Happy Mother’s Day!
Some mothers are biological, some mothers are stepmothers, and some mothers are not biologically related but are chosen. As we approach Mother’s Day, we want…
Elizabeth Flavin Crawford, Partner | CEO
May 8, 2024
Videos
Fear of People’s Opinions and Investing
You have likely heard of FOMO (fear of missing out), but have you heard of FOPO (fear of people’s opinions)? Discover more about FOPO and…
Edward A. Hart, Partner | President
April 25, 2024
Articles
Spring Cleaning Your Finances
As spring is a time of renewal, it serves as an opportunity to refresh your finances. Discover more about spring cleaning your finances in our…
Sendero®
April 24, 2024
Videos
Monthly Market Update: March 2024
Our latest video recaps what happened in the markets during the month of March.
Amaury de Barros Conti, Partner | Vice President Investments
April 11, 2024
Videos
Let’s Talk About Taxes
This is the time of year when taxes are top of mind for many investors. At Sendero®, we think about taxes all year long. Discover…
Scott R. McMillian, CPA, CFP®, Partner | Chairman
April 5, 2024
Videos
AI and the Stock Market
What does the stock market think about Artificial Intelligence? How does it impact the industry? Discover more about how AI relates to the stock market…
Tyler Davies, Investment Advisor
March 14, 2024
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