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 advisors.
At Sanderson, our advisors 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 Advisor, Director of Compliance
Phil Frattali
Financial Analyst
Evan Kraft
Financial Analyst
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 advisors 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 Advisor 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 advisors act in a fiduciary capacity, the fact is the industry is heavily conflicted. Upwards of 90% of investment advisors 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.
The Art of a Tax Swap: Advanced Tax Loss Harvesting
Tax loss harvesting is a common strategy in the investment world. At Sanderson, we like to take this approach a step further with what we like to call a tax swap.
read moreVideo: Foreign Relations, Furloughs, and The Fed –
A Look at 2018 and the Future
In this video, John Sanderson, CPA, CIMA®, highlights the key financial issues of 2018 and how they may impact your wealth in the coming year and beyond.
read moreInvestment Review for Fourth Quarter 2018
In our Fourth Quarter 2018 newsletter, John Gullo recaps the fluctuating financial markets, major asset class returns, interest rates, the federal government shutdown, and the outlook of economic activity.
read morePotential Changes in Fiduciary Standard of Care Laws
Since 2016, there has been proposed legislation to increase the standard of care and regulation for financial advisors. Justin Sanderson provides an update on potential fiduciary laws, and explains what they could mean to the industry and our firm.
read moreUnderstanding Fiduciary Care and Why It’s Important For Your Wealth
Would you be surprised to learn that less than 12% of financial advisors put their clients’ interests first at all times? Learn what acting as a fiduciary entails, and why it’s the approach Sanderson takes in our client relationships.
read moreInvestment Review for Third Quarter 2018
John Gullo provides a comprehensive investment review of third quarter 2018, including financial market updates, asset class returns, emerging economies, interest rates, and more.
read moreInvestment Review for Second Quarter 2018
John Gullo provides a comprehensive investment review of second quarter 2018, including financial market updates, asset class returns, emerging economies, interest rates, and more.
read moreInvestment Review for First Quarter 2018
Examining the first quarter of 2018, John Gullo covers market volatility, economic growth, treasury bonds, a potential trade war and more.
read moreInvestment Review for Fourth Quarter 2017
Market volatility, a strong labor market, and governmental updates are just a few topics covered in the Fourth Quarter 2017 newsletter, prepared by John Gullo.
read moreInvestment Review for Third Quarter 2017
The first three quarters of 2017 have been great for investors. John Gullo provides a comprehensive review in our quarterly newsletter.
read moreInvestment Review for Second Quarter 2017
In our Second Quarter 2017 newsletter, John Gullo covers the continued optimism in the financial market, the first 100 days of the Trump presidency, and many other important updates.
read moreInvestment Review for First Quarter 2017
Looking back at the first quarter of 2017, John Gullo details the financial market, major asset class returns, oil prices, non-core bonds, and more.
read more