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 Fourth Quarter 2019
It can be difficult to keep track of all the financial stories over the course of a year – let alone a decade.
John Gullo summarizes the takeaways of the 2010s in his 15-Minute Financial Update for Q4 2019.
Using Qualified Charitable Distributions
If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of your career.
Maximizing Your 401(k)
If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of your career.
An In-Depth Guide of Modern Trust Structures and Distributions
A modern trust can play a pivotal role in your estate planning. However, not all trusts are created equal. Download our complimentary guide to learn about various trust structures and distribution strategies.
Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks
An investment vehicle with deferred capital gain recognition – a good opportunity or too good to be true? Tim Domino covers the benefits and risks of QOZs, primarily through private equity investments.
Investment Review for Third Quarter 2019
What do ongoing trade tensions, geopolitical instability, and central bank stimulus mean to your wealth? John Gullo, MBA, CFA, CFP, CIMA®, explains in his 15-Minute Financial Update for Q3 2019.
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.