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

John Sanderson

Founder, President, Chief Executive Officer

Justin Sanderson

Justin Sanderson

Vice President and Chief Compliance Officer

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, Director of Compliance

Phil Frattali

Phil Frattali

Financial Adviser

Evan Kraft

Evan Kraft

Financial Adviser

Donna Schmitt

Donna Schmitt

Executive Assistant to John Sanderson

Rita Iannarelli

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.

May Coronavirus Update – Assessing the Fallout and Pondering the Future

Although it feels like an eternity, it’s been two months since the coronavirus brought America to a sudden halt. Justin Sanderson takes a look at the personal and financial impact of the pandemic so far and considers the lasting effects it will have on today’s young as well as future generations. Read More

The Great Bifurcation

Numbers don’t lie—but sometimes they can be deceiving. Phil Frattali discusses why a top-heavy sector is skewing the overall performance of the market, and what that means to companies that are vulnerable during the pandemic.  Read More

Investment Review for First Quarter 2020

How much can the world really change in just three months? The answer, as we’re learning now, is more than anyone could have imagined. In his 15-Minute Financial… Read More

The CARES Act

John Gullo from Sanderson Wealth Management highlights provisions of the CARES Act for individuals, businesses, municipalities, and healthcare facilities. Read More

Government to the Rescue – Historic Markets and Other COVID-19 Updates

Justin Sanderson from Sanderson Wealth Management covers the US stimulus bill and other economic updates for the week of March 23, 2020. Read More

The Halting of the US Economy—and Life as We Know It

Justin Sanderson from Sanderson Wealth Management discusses how COVID-19 has halted the economy and our daily lives. Read More

The Bears Before Us

Justin Sanderson from Sanderson Wealth Management compares the bear market of 2020 with other recent market downturns. Read More

Put our experience to work for your wealth.

Schedule a consultation to learn more about our investment services.

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