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.
Traditional or Roth 401(k) – Which is Right for You?
Company-sponsored retirement plans, such as your 401(k), can simplify the process by automatically setting aside and investing a portion of your paycheck. Read More
Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan
The tax rate on capital gains has been in the crosshairs of the Biden administration since the early days of the campaign trail. Connecting the current historically… Read More
Modern Money: A Primer on Cryptocurrency and Bitcoin
Bitcoin has been making headlines through our economy and investing landscape. Justin Sanderson covers the basics of cryptocurrency in this piece. Read More
Investment Review for First Quarter 2021
In his 15-Minute Financial Update, John Gullo recaps the events of Q1 2021. Read More
Sanderson Expands Services With Thrive Financial Wellness
Sanderson Wealth Management is pleased to offer Thrive Financial Wellness, a retirement readiness service that benefits employees and employers. Read More
Video: 2020, A Year in Review
John Sanderson from Sanderson Wealth Management summarizes the top financial stories of 2020. Read More
Sizing Up Big Data – And Finding the Next Information Advantage
Justin Sanderson explores the impact of big data on your investment strategy and wealth. Read More
Gaming the System – Breaking Down the GameStop Saga
Justin Sanderson breaks down the GameStop saga and explains what Sanderson Wealth Management clients need to know. 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.