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.
Industry
Investment Management
HQ Location
50 Fountain Plaza Suite 750
Buffalo, NY 14202, US
Expertise
Fiduciary standard of careChartered Financial Analyst (CFA)CERTIFIED FINANCIAL PLANNER (CFP)Certified Investment Management Analyst (CIMA)Accredited Investment Fiduciary (AIF)Certified Public Accountant (CPA)
Solutions
Comprehensive financial servicesIndividualized wealth management approach
Keywords
Personal Financial CounselingEstate PlanningInvestment AdviceTax Planning and Compliance