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 Management
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.
The 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 moreWhat Does the Tax Cuts & Jobs Act Mean to Your Philanthropic Planning?
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 moreInvestment Review for Fourth Quarter 2018
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 more2019 Tax Season Update for Individuals and Business Owners
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 moreKey Takeaways from the Heckerling Institute on Estate Planning
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 moreInfographic: The Process of Converting Your Business for Qualified Small Business Stock
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 moreWhy Qualified Small Business Stock is Making a Comeback
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 morePotential Changes in Fiduciary Standard of Care Laws
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 moreUnderstanding Fiduciary Care and Why It’s Important For Your Wealth
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 moreInvestment Review for Third Quarter 2018
John Gullo provides a comprehensive investment review of third quarter 2018, including financial market updates, asset class returns, emerging economies, interest rates, and more.
read moreInvestment Review for Second Quarter 2018
John Gullo provides a comprehensive investment review of second quarter 2018, including financial market updates, asset class returns, emerging economies, interest rates, and more.
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.