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, Chief Compliance Officer

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

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.

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.

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