Empowering the relationship
between Women & Wealth.

WE ENGAGE
women in the process by listening carefully.

WE EMPOWER
women to make educated decisions that are consistent with their values and goals.

WE PARTNER
with women to make smart financial decisions and design a customized plan.

Finding your path to financial security.

Meeting your needs, at every stage of your life. At Sendero, we created a platform where women could freely talk about and understand their personal finance. Our pioneering programs are designed to guide women and provide clarity in their financial future.  We provide the tools and education to instill confidence to create a healthy relationship with their money, both now and in the future.

Our ultimate goal is to empower women to have the knowledge and peace of mind necessary to make solid financial decisions.

Elizabeth Flavin Crawford

Partner | Women & Wealth

Our women & wealth services include:

Educational programs
Financial knowledge
Events specifically designed for women
Next generation education and financial tools
Community cultivation and mentoring
Holistic approach

Investment Management

Family Office

Family Foundations

Women & Wealth

Family Legacy

Let’s discuss your financial plans.

Insights

What To Do When Liquidity Washes Over You

What To Do When Liquidity Washes Over You

One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.
 
The sale has been in the works for years. The lottery ticket was bought on a whim. In the wealth management business, both are called liquidity events.

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