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Sanderson Wealth Management, LLC.

Buffalo's fee-only fiduciary wealth partner.

4.3(3 reviews)
accountant
$$$$
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About

Sanderson Wealth Management, LLC. sits in Buffalo, NY 14202, at 50 Fountain Plz, serving high-net-worth individuals and families with a fee-only, fiduciary approach. Founded in 2001 by John Sanderson and led by CEO Justin Sanderson since a 2011 rebrand, the firm offers investment consulting, financial planning, estate and generational wealth planning, business succession planning, philanthropy, and tax consulting. A small, client-focused team supports the local community.

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Location

50 Fountain Plz, Buffalo, NY 14202, USA

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Services

Investment Consulting

Personalized portfolio management and investment strategies aligned with your financial goals and risk tolerance.

Financial Planning

Comprehensive financial analysis and planning to help you achieve long-term wealth and security.

Estate and Generational Wealth Planning

Strategies to preserve and transfer wealth across generations, including trusts and estate tax minimization.

Business Succession Planning

Expert guidance for business owners on transitioning ownership and ensuring continuity.

Tax Consulting

Tax-efficient planning and strategies to optimize your financial outcomes and compliance.

Philanthropy Advisory

Assistance with charitable giving and philanthropic initiatives to align with your values and legacy.

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