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
John Sanderson
Founder, President, Chief Executive Officer
Justin Sanderson
Vice President and Chief Compliance Officer
Jim Warner
Partner, Vice President of Investment Advisory Services, Controller
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
Sean Casullo
Financial Adviser, Director of Compliance
Phil Frattali
Financial Adviser
Evan Kraft
Financial Adviser
Donna Schmitt
Executive Assistant to John Sanderson
Rita Iannarelli
Executive Assistant
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 Fourth Quarter 2019
It can be difficult to keep track of all the financial stories over the course of a year – let alone a decade.
John Gullo summarizes the takeaways of the 2010s in his 15-Minute Financial Update for Q4 2019.
Maximizing Your 401(k)
If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of your career.
Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks
An investment vehicle with deferred capital gain recognition – a good opportunity or too good to be true? Tim Domino covers the benefits and risks of QOZs, primarily through private equity investments.
Investment Review for Third Quarter 2019
What do ongoing trade tensions, geopolitical instability, and central bank stimulus mean to your wealth? John Gullo, MBA, CFA, CFP, CIMA®, explains in his 15-Minute Financial Update for Q3 2019.
What it Means to Be a CFA Charterholder
Sanderson’s Phil Frattali recently obtained the prestigious CFA® charter. He explains what being a Chartered Financial Analyst® means and shares his six-year journey to earning the distinction.
Unprecedented Geopolitics and Economics.
As part of our WealthVantage series, John Gullo presented an update on the current geopolitical and economic environment that is facing investors and economies.
Put our experience to work for your wealth.
Schedule a consultation to learn more about our investment services.