A strong history.
While we typically consider ourselves to be forward-thinking, we are also immensely proud of our firm’s history. In a field that can be volatile and unpredictable, our prudent, steadfast approach has allowed us to continuously grow for over 17 years.
From roots extending to one of the world’s largest financial services companies to navigating through multiple market cycles, the experiences and perspectives we’ve gained have built a solid foundation for both our firm and clients.
How we’ve evolved.
After a 27-year career at Ernst & Young, John Sanderson purchases the E&Y Upstate Practice and establishes an independent financial advisory firm aimed at high-net-worth individuals and families. The firm is named Sanderson & Company.
John is joined by Mike Bader and Jim Warner to establish a formidable management team of experienced advisers.
Caleb Jennings joins Sanderson, after recently graduating with his MBA from the University at Buffalo, bringing with him five years of industry experience in Performance Reporting and Trading.
Sanderson commemorates the milestone of the firm’s 5th anniversary.
John Gullo joins Sanderson, bringing along his acclaimed Chartered Financial Analyst designation and increasing the strength of Sanderson’s Investment Process.
John’s son, Justin Sanderson, joins the firm as Vice President, bringing Sanderson’s adviser count to five and assets under management of $500m.
Tim Domino, CPA rejoins Sanderson as Director of Tax, bringing strength and expertise to Sanderson’s Tax Department and Estate Planning process.
The firm is renamed Sanderson Wealth Management, indicating our unique, comprehensive approach to financial services.
Sanderson celebrates the firm’s 10th anniversary at the Albright-Knox Art Gallery.
Sanderson renews the lease of its headquarters, renewing our commitment to downtown Buffalo, New York through December 31, 2024. The space is also refreshed to an exacting standard for the enjoyment of our clients and employees.
Sanderson Wealth Management is ranked number 30 in the inaugural Top-100 Fee-Only Wealth Management Firms list by CNBC Digital.
Sanderson celebrates the firm’s 15th anniversary with clients, family, and friends at The Buffalo and Erie County Botanical Gardens.
Sanderson Wealth Management is 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.
Sanderson begins publishing content for its clients, industry members, and information seekers to benefit from their thought leadership.