Envision greater.

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

Investment Consulting

We proactively furnish you with information and advice that you can use to invest your money with confidence. Learn more

Financial Planning

Gain personal, practical advice that enables you to live life to the fullest today while planning for tomorrow.  Learn more

Estate & Generational Wealth Planning

Explore a wide range of solutions to successfully and efficiently pass your wealth on to future generations.   Learn more

Business Succession Planning

Be ready for the next chapter of your life by addressing key financial decisions prior to transitioning your business.  Learn more

Philanthropy

Maximize the impact of your generosity by taking advantage of efficient giving strategies. Learn more

Tax Consulting

Ease your financial burden and your mind by utilizing our specialized tax expertise and seamless return compliance process. Learn more

Latest insights.

The Dreaded Inverted Yield Curve

John S. Gullo, CFA, CFP®, CIMA® explains the difference between a normal and inverted yield curve, and discusses whether today’s short-term interest rates signal a recession in the near future.

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Investment 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.

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2019 Tax Season Update for Individuals and Business Owners

The Tax Cuts and Jobs Act made significant changes to personal income, corporate, and estate tax laws that went into effect in 2018. Tim Domino explains the major changes, provides examples of the winners and losers, and explores the reshaped tax planning landscape moving forward.

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Our firm.

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.