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
Recent tax reform has significantly increased the standard deduction for individual tax payers, which can impact the tax benefit of charitable giving for many of our clients. In this article, we examine vehicles and strategies for fulfilling your philanthropic goals in a tax-efficient manner.read more
In our Fourth Quarter 2018 newsletter, John Gullo recaps the fluctuating financial markets, major asset class returns, interest rates, the federal government shutdown, and the outlook of economic activity.read more
The Tax Cuts and Jobs Act made significant changes to personal income, corporate, and estate tax laws that went into effect in 2018. Tim Domino explains the major changes, provides examples of the winners and losers, and explores the reshaped tax planning landscape moving forward.read more
In January, Justin Sanderson and Tim Domino attended the 53rd Annual Heckerling Institute on Estate Planning. Read about the ideas and strategies they took from the conference and will be putting into practice for our clients.read more
The sale of Qualified Small Business Stock (QSBS) offers potential capital gains tax benefits. See an illustration of how this process could work if you currently have a pass-through business.read more
In light of changes from the Tax Cut and Jobs Act, the sale of Qualified Small Business Stock (QSBS) has the potential for significant capital gain tax benefits. Tim Domino explains what this strategy could mean for your business succession planning.read more
Since 2016, there has been proposed legislation to increase the standard of care and regulation for financial advisors. Justin Sanderson provides an update on potential fiduciary laws, and explains what they could mean to the industry and our firm.read more
Would you be surprised to learn that less than 12% of financial advisors put their clients’ interests first at all times? Learn what acting as a fiduciary entails, and why it’s the approach Sanderson takes in our client relationships.read more
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.