Sanderson Wealth Management

Investment Bank/Securities Brokerage - Buffalo, NY, US

Sanderson Wealth Management Senior Management
John Gullo

Chief Investment Officer and Chief Operating Officer

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Sanderson Wealth Management 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.

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Website: sandersonllc.com
Employees: 20 - 49
HQ: 716-566-2420
Location: Buffalo, NY, US
Revenue: 2.5 - 5 Million
Personal Financial Counseling Estate Planning Investment Advice Tax Planning and Compliance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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