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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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In The News
All Work Matters
I am beyond fortunate to be able to work from home during this temporary new normal. My home office features a modified dining room table,…
Edward A. Hart, Partner | President
April 15, 2020
In The News
A Video Message from Scott McMillian, Co-Founder
Scott R. McMillian, CPA, CFP®, Partner | Chairman
April 13, 2020
In The News
It’s all about Family.
Elizabeth Flavin Crawford, Partner | CEO
April 7, 2020
In The News
A Message from Edward A. Hart, President
Edward A. Hart, Partner | President
April 6, 2020
In The News
March 24 Market Volatility Update
Like most of us, you are probably adjusting to the “new normal” daily life of home schooling, social distancing, virtual meetings and curb side deliveries.…
Amaury de Barros Conti, Partner | Vice President Investments
March 24, 2020
In The News
IMPORTANT MESSAGE and UPDATE from Sendero Wealth Management and COVID-19
As all of our thoughts are on the COVID-19 situation, we wanted to share an update on how Sendero Wealth Management is responding. The safety…
Elizabeth Flavin Crawford, Partner | CEO
March 16, 2020
In The News
A Message from Sendero Wealth Management to our clients and guests about the Coronavirus
With our clients, the Sendero team and guests at the center of everything we do as a company, we would like to take this time…
Elizabeth Flavin Crawford, Partner | CEO
March 13, 2020
In The News
Elizabeth Flavin Crawford presents at TEDxSanAntonio: The Birds & the Fees
Kayla Threet, Marketing Coordinator
January 24, 2020
In The News
Soccer is more than just a game
Starting tomorrow, the FIFA soccer World Cup starts in Russia. The most watched sporting event in the world will be played in eleven cities over the next 30 days to crown the best soccer team. Not…
Kayla Threet, Marketing Coordinator
June 13, 2018
In The News
Why Do Economists Want to See MORE Inflation?
News Radio 1200 WOAI reports that the Fed has made inserting a manageable amount of inflation into the economy is a key goal in 2018,…
Kayla Threet, Marketing Coordinator
January 19, 2018
In The News
Bizwomen Headliners: Anne Buckthal Chilton
Anne Buckthal Chilton was featured as a Bizwomen Headliner in Finance and Banking! Click here to learn more.
Kayla Threet, Marketing Coordinator
January 17, 2018
In The News
SABJ announces the 2018 40 Under 40 honorees
Congratulations to Lisa Martinez, one of the San Antonio Business Journal’s 2018 40 Under 40 honorees. Read More…
Kayla Threet, Marketing Coordinator
January 3, 2018
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