Sanderson Wealth Management

www.sandersonllc.com

Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. 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. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). From our headquarters in Buffalo, New York, we work with clients around the country. Schedule a consultation to learn more about our approach to wealth management and how we can help you Envision Greater.

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Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. 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. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). From our headquarters in Buffalo, New York, we work with clients around the country. Schedule a consultation to learn more about our approach to wealth management and how we can help you Envision Greater.

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Country

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State

New York

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City (Headquarters)

Buffalo

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Employees

11-50

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Founded

2001

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Partner , Vice President of Investment Advisory Services , Controller

    Email ****** @****.com
    Phone (***) ****-****
  • Chief of Staff

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer , Chief Operating Officer , and Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****

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