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.

The Donor Advised Fund Revolution

Considering a private foundation for your philanthropic endeavours? There may be a more flexible and efficient option – a donor advised fund. Tim Domino, CPA, CFP®, explains how this charitable planning vehicle works and how it compares to private foundations.

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The Dreaded Inverted Yield Curve

John S. Gullo, CFA, CFP®, CIMA® explains the difference between a normal and inverted yield curve, and discusses whether today’s short-term interest rates signal a recession in the near future.

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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.