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
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 more
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 more
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 more
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 more
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 more
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 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.