Sanderson Wealth Management

The Sanderson Family Welcomes Its Newest Member, Felicity

Our firm is thrilled to congratulate Justin Sanderson and his wife, Katy, on the birth of their daughter, Felicity.

Get Out! Leaving New York State for Income Tax Purposes

Thinking about switching your residency to escape New York’s high tax rates? It can be easier said than done, in many cases. Our tax consultant team explains NYS residency factors and what is required to change where you legally call home.

Sanderson Named Among Top U.S. RIAs by Financial Times

We’re proud to announce that Sanderson Wealth Management has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers (RIA).

John Gullo Named Chief Investment Officer

We’re thrilled to announce that John Gullo has been promoted to the role of chief investment officer (CIO).

Sanderson Team Members Earn CERTIFIED FINANCIAL PLANNER™ Designations

We’re proud to announce that Caleb Jennings and Timothy Domino have been authorized to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.