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.

Traditional or Roth 401(k) – Which is Right for You?

Company-sponsored retirement plans, such as your 401(k), can simplify the process by automatically setting aside and investing a portion of your paycheck. Read More

Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan

Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan

The tax rate on capital gains has been in the crosshairs of the Biden administration since the early days of the campaign trail. Connecting the current historically… Read More

Modern Money: A Primer on Cryptocurrency and Bitcoin

Modern Money: A Primer on Cryptocurrency and Bitcoin

Bitcoin has been making headlines through our economy and investing landscape. Justin Sanderson covers the basics of cryptocurrency in this piece. Read More

Investment Review for First Quarter 2021

Investment Review for First Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q1 2021. Read More

Sanderson Expands Services With Thrive Financial Wellness

Sanderson Wealth Management is pleased to offer Thrive Financial Wellness, a retirement readiness service that benefits employees and employers. Read More

Video: 2020, A Year in Review

Video: 2020, A Year in Review

John Sanderson from Sanderson Wealth Management summarizes the top financial stories of 2020. Read More

Sizing Up Big Data – And Finding the Next Information Advantage

Sizing Up Big Data – And Finding the Next Information Advantage

Justin Sanderson explores the impact of big data on your investment strategy and wealth. Read More

Gaming the System – Breaking Down the GameStop Saga

Gaming the System – Breaking Down the GameStop Saga

Justin Sanderson breaks down the GameStop saga and explains what Sanderson Wealth Management clients need to know. Read More

10 Questions to Consider When Assessing Your Company’s Retirement Plan

 

Making (Financial) Sense Out of 2020

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.