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    Where Trust Is An Asset

    Our approach is a personal one. It’s a philosophy that makes you more of a partner in your wealth management, rather than simply a client. We believe in being transparent in everything we do, so you will always have full knowledge of the actions taken on your behalf.

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    Where Integration Is An Asset

    Our approach is a personal one. It’s a philosophy that makes you more of a partner in your wealth management, rather than simply a client. We believe in being transparent in everything we do, so you will always have full knowledge of the actions taken on your behalf.

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    Where Independence Is An Asset

    Our approach is a personal one. It’s a philosophy that makes you more of a partner in your wealth management, rather than simply a client. We believe in being transparent in everything we do, so you will always have full knowledge of the actions taken on your behalf.

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    Where Experience Is An Asset

    Our approach is a personal one. It’s a philosophy that makes you more of a partner in your wealth management, rather than simply a client. We believe in being transparent in everything we do, so you will always have full knowledge of the actions taken on your behalf.

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    Where Transparency Is An Asset

    Our approach is a personal one. It’s a philosophy that makes you more of a partner in your wealth management, rather than simply a client. We believe in being transparent in everything we do, so you will always have full knowledge of the actions taken on your behalf.

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    Where Knowledge Is An Asset

    Our approach is a personal one. It’s a philosophy that makes you more of a partner in your wealth management, rather than simply a client. We believe in being transparent in everything we do, so you will always have full knowledge of the actions taken on your behalf.

News & Insights

Q3 2014 Financial Market Update: Headlines outlining a number of global events led to fluctuations in the stock and bond markets during the quarter.  Events included: (1) continued fighting and unrest in Ukraine that hurt both relations and trade between Russia and the rest of the developed world, (2) a… Read more »

Q2 2014 Financial Market Update: 2014 was off to a much more volatile start than the prior year with seven days of large price swings on global stocks in the first three months. The trend continued in April where stocks experienced two additional days of 2% or greater price movements. However, stock market volatility fell and risky assets rallied when geopolitical tensions began to ease…Read more »

It gives us great pride to announce that Sanderson Wealth Management was ranked number 30 in the inaugural Top-100 Fee-Only Wealth Management Firms list by CNBC Digital. The list was compiled with the assistance of Meridian-IQ, and determined by a proprietary formula that included the following criteria: Assets under management… Read more »

Q1 2014 Financial Market Update: In a sharp contrast to 2013, real estate and commodities significantly outperformed other risky assets during the first quarter of 2014.  Increasing 10.4% and 7.0% respectively, these asset classes far outpaced global stocks that appreciated a modest 1.1%.  Emerging market stocks continued to struggle as… Read more »