Posts Categorized: Press

Financial Times Lists Sanderson Wealth Management Among Top U.S. RIAs

Sanderson Wealth Management has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). The annual list recognizes top independent RIA firms from across the United States. “Inclusion in the Financial Times’ list of top U.S. RIAs affirms our organization’s core values and long-term… Read more »

John Gullo has been named Chief Investment Officer

Sanderson Wealth Management, LLC, a Buffalo-based Registered Investment Adviser firm, today announced the promotion of John Gullo to chief investment officer (CIO). In his new role, Gullo will oversee all aspects of the research process including… Read more »

New Certified Financial Planner Designees

Sanderson Wealth Management, LLC is pleased and proud to announce that two of our team members have recently been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Read more »

Sanderson named a Top 100 Fee-Only Wealth Management Firm

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 »