Envision greater.
When you picture your ideal life, what do you see? At Sanderson Wealth Management, we understand the crucial role your wealth plays in bringing your goals into focus. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction.
How we manage your wealth
Investment Consulting
We proactively furnish you with information and advice that you can use to invest your money with confidence. Learn more
Financial Planning
Gain personal, practical advice that enables you to live life to the fullest today while planning for tomorrow. Learn more
Estate & Generational Wealth Planning
Explore a wide range of solutions to successfully and efficiently pass your wealth on to future generations. Learn more
Business Succession Planning
Be ready for the next chapter of your life by addressing key financial decisions prior to transitioning your business. Learn more
Philanthropy
Maximize the impact of your generosity by taking advantage of efficient giving strategies. Learn more
Tax Consulting
Ease your financial burden and your mind by utilizing our specialized tax expertise and seamless return compliance process. Learn more
Latest insights.
Making (Financial) Sense Out of 2020
Sanderson Wealth Management answers the top investment and tax questions of 2020. Read More
Sanderson Wealth Management Adds Private Equity
Sanderson Wealth Management launched a diversified investment strategy in November 2020 that now includes private equity investments. Read More
Investment Review for Third Quarter 2020
In his 15-Minute Financial Update, John Gullo recaps the events of Q3 2020 as we prepare to head into the final quarter of the year. Read More
Tax Turbulence: A Perfect Storm of Pandemic and Politics
Timothy Domino helps us understand the messy state of taxes in a pandemic AND an election year – and how we should react in our tax planning. Read More
What the Presidency Means for Your Money
Historical data you need to understand the relationship between presidencies, the markets, and elections. Read More
Executive Stock Compensation Planning: Making the Most of Your Equity Awards
Tim Domino dissects opportunities in Executive Stock Compensation Planning in this volatile market. Read More
Should you take your IRA Required Minimum Distribution in 2020?
Michael Bader from Sanderson Wealth Management discusses whether or not you should take the Required Minimum Distribution from you IRA in 2020. Read More
Investment Review for Second Quarter 2020
In his 15-Minute Financial Update, John Gullo recaps the events of Q2 2020 that have led us to the official beginning of a recession after the longest expansion in… Read More
Our firm.
Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. This focus allows us to provide personalized attention and forward-thinking strategies tailored to your precise needs and objectives. From our headquarters in Buffalo, New York, we work with clients around the country.