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The Sanderson Family Welcomes Its Newest Member, Felicity

The Sanderson Family Welcomes Its Newest Member, Felicity

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

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

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....
John Gullo Named Chief Investment Officer

John Gullo Named Chief Investment Officer

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...
Sanderson Team Members Earn CERTIFIED FINANCIAL PLANNER™ Designations

Sanderson Team Members Earn CERTIFIED FINANCIAL PLANNER™ Designations

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...
Sanderson Named a Top-100 Fee-Only Wealth Management Firm

Sanderson Named a Top-100 Fee-Only Wealth Management Firm

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...

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