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Sanderson Wealth Management, LLC

Headquartered in BUFFALO, NY

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Firm Information

Sanderson Wealth Management, LLC is a Registered Investment Advisor based in BUFFALO, NY. They manage approximately $1.12 Billion in assets for individuals, high-net-worth individuals, pension and profit-sharing plans, and insurance companies. Their services include financial planning, portfolio management for individuals and businesses, and selection of other advisers. They have 13 investment advisory functions and 11 investment advisor representatives.

Sanderson Wealth Management, LLC

50 FOUNTAIN PLAZA

BUFFALO, NY 14202

$1.12B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SANDERSON WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

BUFFALO, NY

location

Kansas City, MO

Advisors at Sanderson Wealth Management, LLC

View All 10 Advisors
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Caleb Jennings

CFP®, RA

BUFFALO, NY

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Angelo Antonino D'amato goodenough

RA

BUFFALO, NY

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Justin Raymond Sanderson

CFP®, RA

BUFFALO, NY

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John Salvatore Gullo

CFP®, RA

BUFFALO, NY

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Timothy J Domino

CFP®, RA

BUFFALO, NY

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Joseph Paul Bartelo

CFP®, RA

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Evan R. Kraft

CFP®, RA

BUFFALO, NY

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Unclaimed
Carl Michael Bader

RA

BUFFALO, NY

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Disclosures

There are no public disclosures for Sanderson Wealth Management, LLC.

Frequently Asked Questions (6)

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