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
Chief Executive Officer
John Sanderson
Founder, Chairman
Jim Warner
Partner, Vice President of Investment Advisory Services, Controller, Chief Compliance Officer
C. Michael Bader
Vice President of Investment Advisory Services, Chief Financial Officer
Caleb Jennings
Vice President of Investment Advisory Services
John Gullo
Chief Investment Officer and Chief Operating Officer
Tim Domino
Director of Wealth Planning
Phil Frattali
Financial Adviser
Evan Kraft
Financial Adviser
Tucker Weppner
Financial Analyst
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.
Investment Review for First Quarter 2022
John Gullo from Sanderson Wealth Management covers five financial highlights from the first quarter of 2022 in just five minutes. Read More
March 2022 Market Update: Expect the Unexpected
Phil Frattali of Sanderson explores factors of March’s unexpected market movements, including inflation, interest rate hikes, and the war in Ukraine. Read More
February 2022 Market Update
Phil Frattali from Sanderson Wealth Management discusses continued market volatility caused by Russia’s invasion of Ukraine, inflation, and rising interest rates. Read More
2021 Year in Revision – Watch the WealthVantage e-Symposium
Watch a video series of Sanderson Wealth Management advisers reviewing the top financial headlines of 2021 and evaluating forward-looking trends. Read More
January 2022 Market Update: V is for Volatility
Phil Frattali examines the wild price swings in January 2022, with all major stock indices finishing off the month in the red. Read More
Investment Review for Fourth Quarter 2021
In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2021. Read More
Year-End 2021 Market Update: The Good, The Bad & The Fed
Phil Fratalli recaps the wild year in the global equity markets, including COVID disruptions, high inflation, supply chain bottlenecks, and more. Read More
November 2021 Market Update
Volatility in the markets put many stocks on sale in November. Phil Frattali explores the uncertainty and several factors fueling the turmoil. Read More
October 2021 Market Update
Despite the uncertainties, the market is proving to be as resilient as a kid fighting the cold Buffalo weather in the spirit of trick-or-treating. Read More
Sustainable Investing
John Gullo from Sanderson discusses approaches to sustainable (ESG) investing and the financial justification for sustainable business practices. Read More
Put our experience to work for your wealth.
Schedule a consultation to learn more about our investment services.