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.

Investment Review for First Quarter 2022

John Gullo from Sanderson Wealth Management covers five financial highlights from the first quarter of 2022 in just five minutes. Read More

March 2022 Market Update: Expect the Unexpected

Phil Frattali of Sanderson explores factors of March’s unexpected market movements, including inflation, interest rate hikes, and the war in Ukraine. Read More

The State of the IRS — Down but Not Out

Tim Domino from Sanderson encourages taxpayers not to dismiss the IRS’s auditing power, despite the agency currently being overwhelmed and underfunded. Read More

Economic Impact of the Russia-Ukraine War, March 2022

Justin Sanderson from Sanderson Wealth Management examines the economic fallout from the first two weeks of Russia’s unprovoked invasion of Ukraine. Read More

February 2022 Market Update

Phil Frattali from Sanderson Wealth Management discusses continued market volatility caused by Russia’s invasion of Ukraine, inflation, and rising interest rates. Read More

2021 Year in Revision – Watch the WealthVantage e-Symposium

Watch a video series of Sanderson Wealth Management advisers reviewing the top financial headlines of 2021 and evaluating forward-looking trends. Read More

January 2022 Market Update: V is for Volatility

Phil Frattali examines the wild price swings in January 2022, with all major stock indices finishing off the month in the red. Read More

Beware: The Advance Child Tax Credit is Coming Back to Bite You!

Tim Domino from Sanderson Wealth Management warns taxpayers about the unintended tax consequences of the Advance Child Tax Credits (ACTCs). Read More

Investment Review for Fourth Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2021. Read More

Year-End 2021 Market Update: The Good, The Bad & The Fed

Phil Fratalli recaps the wild year in the global equity markets, including COVID disruptions, high inflation, supply chain bottlenecks, and more. 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.