When you picture your ideal life, what do you see? At Sanderson Wealth Management, we understand the crucial role your wealth plays in bringing your goals into focus. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction.
How we manage your wealth
Our firm is thrilled to congratulate Justin Sanderson and his wife, Katy, on the birth of their daughter, Felicity.
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.
As part of our WealthVantage series, John Gullo presented an update on the current geopolitical and economic environment that is facing investors and economies.
As part of our WealthVantage series, Justin Sanderson and Tim Domino share their thoughts on end-of-life planning. We also invite you to download a complimentary planning guide.
Having your child turn 18 is a major milestone. It also changes your legal role and responsibility for their decisions. John Gullo discusses the important documents to complete that will allow you to provide assistance in the future.
Whether your student is entering kindergarten or starting senior year of college, the rising cost of higher education is always on your mind. Timothy Domino discusses recent changes to 529 Plan qualified withdrawals and how education savings can play a role in estate planning.
Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. This focus allows us to provide personalized attention and forward-thinking strategies tailored to your precise needs and objectives. From our headquarters in Buffalo, New York, we work with clients around the country.