Investment Consulting, Financial Planning, Tax Consulting
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.
Estate & Generational Financial Planning
Business Succession Planning
Sanderson Wealth Management
CONTACT | CAREERS | DISCLOSURE
© 2019 Sanderson Wealth Management LLC
Sanderson Wealth Management, LLC (“Sanderson Wealth”) is an SEC registered investment adviser located in Buffalo, New York. The publication of Sanderson Wealth’s website on the Internet should not be construed by any consumer or prospective client as Sanderson Wealth’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. The information on this Internet site should not be construed as the provision of personalized individual advice from Sanderson Wealth.
A copy of Sanderson Wealth’s current written disclosure statement as set forth on Form ADV discussing Sanderson Wealth’s business operations, services, and fees is available upon written request. Sanderson Wealth does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided for convenience purposes and all users thereof should be guided accordingly.
ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.
The rating is not indicative of Sanderson Wealth Management’s future performance. Sanderson Wealth Management did not pay a fee to participate in the survey. Registration as Investment Adviser does not imply that Sanderson Wealth Management or any person associated with Sanderson Wealth Management has achieved a certain level of skill or training.
Sanderson Wealth Management was ranked 30 out of 100 on the CNBC Top 100 Fee-Only Wealth Management Firms. The rating is not indicative of Sanderson Wealth Management’s future performance. Sanderson Wealth Management did not pay a fee to participate in the survey. CNBC, along with Meridian-IQ, created the rankings based on a proprietary methodology that weighted certain quantitative measures (e.g. assets under management, years in business) and qualitative measures (e.g. absence of regulatory complaints and actions, having a staff with professional designations) to arrive at a final total rank. A more thorough disclosure of the criteria and methodology used in creating this ranking can be provided upon request or is available by clicking here.