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 Second Quarter 2019
In his 15-Minute Financial Update for Q2 2019, John Gullo, MBA, CFA, CFP, CIMA®, covers the risky asset roller coaster, trade war escalation, global interest rates, and more.
read moreThe 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.
read moreInvestment Review for First Quarter 2019
From the Powel Pivot to Brexit delay to Chinese trade tensions, John Gullo explains the major financial news and trends that transpired during the first quarter of 2019.
read moreThe 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.
read moreThe Art of a Tax Swap: Advanced Tax Loss Harvesting
Tax loss harvesting is a common strategy in the investment world. At Sanderson, we like to take this approach a step further with what we like to call a tax swap.
read moreVideo: Foreign Relations, Furloughs, and The Fed –
A Look at 2018 and the Future
In this video, John Sanderson, CPA, CIMA®, highlights the key financial issues of 2018 and how they may impact your wealth in the coming year and beyond.
read moreOur 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.