by Sanderson Wealth Management | Oct 14, 2019 | Firm News
The Sanderson Family Welcomes Its Newest Member, Felicity If there’s one thing you should know about Sanderson Wealth Management, it’s that family is a key foundation of our firm. That’s why we’re elated to welcome a new family member to the world and our team....
by Sanderson Wealth Management | Jun 22, 2017 | Firm News
Sanderson Wealth Management has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). The annual list recognizes top independent RIA firms from across the United States. “Inclusion in the Financial Times’ list of top U.S....
by Sanderson Wealth Management | Jul 13, 2016 | Firm News
Sanderson Wealth Management has announced the promotion of John Gullo to chief investment officer (CIO). In his new role, Gullo will oversee all aspects of the research process including developing and maintaining asset allocation strategy, conducting due diligence on...
by Sanderson Wealth Management | Jun 15, 2015 | Firm News
Sanderson Team Members Earn CERTIFIED FINANCIAL PLANNER™ Designations Sanderson Wealth Management, LLC is pleased and proud to announce that two of our team members have recently been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use...
by Sanderson Wealth Management | May 29, 2014 | Firm News
It gives us great pride to announce that Sanderson Wealth Management was ranked number 30 in the inaugural Top-100 Fee-Only Wealth Management Firms list by CNBC Digital. The list was compiled with the assistance of Meridian-IQ, and determined by a proprietary formula...