Investment Consulting

Envision greater
opportunities.

In today’s modern investment landscape, it’s not the quantity of information that matters—it’s the quality. Sanderson’s investment consulting is distinguished in numerous ways, but it all comes down to delivering unbiased, trustworthy advice that’s difficult to find in our conflicted industry. Our forward-looking philosophy ignores the noise and hones in on the real signals of the markets—allowing you to make informed investment decisions.

Experienced advisers.

At Sanderson, our advisers are highly experienced and hold credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®),and Certified Public Accountant (CPA). Rest assured, you will always collaborate with our select, longstanding team who understands your family, their preferences, and behavioral characteristics.

We also take great pride in conducting proprietary research. Relying on our own experience and knowledge, rather than outside influences, we stay on the forefront of the markets. When opportunities or threats present themselves, you’ll be in the prime position to act accordingly.

Meet Our Investment Team

Justin Sanderson

Justin Sanderson

Chief Executive Officer

John Sanderson

John Sanderson

Founder, Chairman

Jim Warner

Jim Warner

Partner, Vice President of Investment Advisory Services, Controller

C. Michael Bader

C. Michael Bader

Vice President of Investment Advisory Services, Chief Financial Officer

Caleb Jennings

Caleb Jennings

Vice President of Investment Advisory Services

John Gullo

John Gullo

Chief Investment Officer and Chief Operating Officer

Tim Domino

Tim Domino

Director of Wealth Planning

Sean Casullo

Sean Casullo

Financial Adviser, Chief Compliance Officer

Phil Frattali

Phil Frattali

Financial Adviser

Evan Kraft

Evan Kraft

Financial Adviser

Tucker Weppner

Tucker Weppner

Financial Analyst

Donna Schmitt

Donna Schmitt

Executive Assistant to John Sanderson

Global Investment strategy.

Our asset allocation goes beyond traditional stocks and bonds. We take a true global outlook to diversify your portfolio from standard market risk, including significant offshore holding based on insights from our hand-picked subject matter experts. Plus, thanks to our open architecture, you are not limited to the platforms or funds you can select.

Sanderson Asset Allocation

Global Stocks

Core Bonds

Non-Traditional Assets

Tailored client experience.

In order to devote the superb level of time and attention your wealth deserves, we limit the number of high-net-worth clients our advisers serve. Not only can you look forward to personalized service, but you also determine the level and means of communication and reporting, including face-to-face and digital options.

Regardless of whether we interact once a week, once a quarter, or once a year, you can count on a prompt, helpful response. In fact, we’re here to answer any and all financial questions you may have—whether they relate to your portfolio or otherwise. In the rare instances where we can’t draw on our own knowledge and experience to provide you with the appropriate answer, we will personally seek out a subject matter expert who can.

Fiercely independent.

Sanderson Wealth Management is an SEC Registered Investment Adviser with a fiduciary standard of care for all the things we do. Of course, making decisions in your best interest isn’t just our legal responsibility, it’s the only way we know how to do business.

FIDUCIARY VS. SUITABILITY STANDARD

While it may be assumed that all investment advisers act in a fiduciary capacity, the fact is the industry is heavily conflicted. Upwards of 90% of investment advisers are able to place their interest ahead of the client’s (such as selling their own products), if the advice is deemed suitable (source: Cerulli U.S. RIA Industry Report, 2017). Sanderson is proud to be part of the 11.9% of RIA-only firms that always treat you as the top stakeholder. We ask, is “suitable advice” good enough for your wealth? Learn more about our fiduciary standards.

Latest insights.

Modern Money: A Primer on Cryptocurrency and Bitcoin

Bitcoin has been making headlines through our economy and investing landscape. Justin Sanderson covers the basics of cryptocurrency in this piece. Read More

Investment Review for First Quarter 2021

In his 15-Minute Financial Update, John Gullo recaps the events of Q1 2021. Read More

Video: 2020, A Year in Review

John Sanderson from Sanderson Wealth Management summarizes the top financial stories of 2020. Read More

Sizing Up Big Data – And Finding the Next Information Advantage

Justin Sanderson explores the impact of big data on your investment strategy and wealth. Read More

Gaming the System – Breaking Down the GameStop Saga

Justin Sanderson breaks down the GameStop saga and explains what Sanderson Wealth Management clients need to know. Read More

Investment Review for Fourth Quarter 2020

In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2020 as we close the books on a historic year. Read More

Making (Financial) Sense Out of 2020

Sanderson Wealth Management answers the top investment and tax questions of 2020. Read More

Sanderson Wealth Management Adds Private Equity

Sanderson Wealth Management launched a diversified investment strategy in November 2020 that now includes private equity investments. Read More

 

 

Put our experience to work for your wealth.

Schedule a consultation to learn more about our investment services.

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