CJ
Caleb Jennings
Vice President at Sanderson Wealth Management
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Work Experience
Vice President
Present
School of Management at University at Buffalo
Ga For Mba Office
2003 - 2005 · 2 years
AMG National Bank
Director Of Performance Reporting
1998 - 2003 · 5 years
Company Details
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.
Year Founded
2001
Social Media
LinkedinTwitter
Industry
Investment Management
HQ Location
50 Fountain Plaza Suite 750 Buffalo, NY 14202, US
Keywords
Personal Financial CounselingEstate PlanningInvestment AdviceTax Planning and Compliance
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