Jim Sanderson

IT Manager/ Mechanical Engineer Retired at Sanderson Wealth Management - Buffalo, NY, US

Jim Sanderson's Colleagues at Sanderson Wealth Management
Susan Braun

Executive Assistant

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Karen CPA

Tax Consultant

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Evan CRPC

Financial Adviser

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Tucker Weppner

Financial Analyst

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Evan Kraft

Financial Adviser

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Timothy Domino

Director of Wealth Planning

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Cameron Radziwon

Chief of Staff

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Jim Sanderson's Contact Details
Email (Verified)
***@SandersonLLC.com
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Mobile Number
(XXX) XXX-XXXX
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716-566-2420
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Sanderson Wealth Management
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Sanderson Wealth Management

Buffalo, NY, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

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.

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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Frequently Asked Questions about Jim Sanderson
Jim Sanderson currently works for Sanderson Wealth Management.
Jim Sanderson's role at Sanderson Wealth Management is IT Manager/ Mechanical Engineer Retired.
Jim Sanderson's email address is ***@SandersonLLC.com. To view Jim Sanderson's full email address, please signup to ConnectPlex.
Jim Sanderson works in the Investment Management industry.
Jim Sanderson's colleagues at Sanderson Wealth Management are Susan Braun, Karen CPA, Evan CRPC, Tucker Weppner, Evan Kraft, Timothy Domino, Cameron Radziwon and others.
Jim Sanderson's phone number is 716-566-2420
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