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.
May Coronavirus Update – Assessing the Fallout and Pondering the Future
Although it feels like an eternity, it’s been two months since the coronavirus brought America to a sudden halt. Justin Sanderson takes a look at the personal and financial impact of the pandemic so far and considers the lasting effects it will have on today’s young as well as future generations. Read More
The Great Bifurcation
Numbers don’t lie—but sometimes they can be deceiving. Phil Frattali discusses why a top-heavy sector is skewing the overall performance of the market, and what that means to companies that are vulnerable during the pandemic. Read More
Investment Review for First Quarter 2020
How much can the world really change in just three months? The answer, as we’re learning now, is more than anyone could have imagined. In his 15-Minute Financial… Read More
The CARES Act
John Gullo from Sanderson Wealth Management highlights provisions of the CARES Act for individuals, businesses, municipalities, and healthcare facilities. Read More
Government to the Rescue – Historic Markets and Other COVID-19 Updates
Justin Sanderson from Sanderson Wealth Management covers the US stimulus bill and other economic updates for the week of March 23, 2020. Read More
Tax Day Rescheduled – COVID-19 and the 2019 Tax Season
Tim Domino from Sanderson Wealth Management discusses federal and New York State income tax deadline changes due to COVID-19. Read More
The Halting of the US Economy—and Life as We Know It
Justin Sanderson from Sanderson Wealth Management discusses how COVID-19 has halted the economy and our daily lives. Read More
The Bears Before Us
Justin Sanderson from Sanderson Wealth Management compares the bear market of 2020 with other recent market downturns. 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.