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Sanderson Wealth Management, LLC.
Your trusted partner for comprehensive wealth management and financial planning in Buffalo.
4.3(3 reviews)
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accountant
accountant
financial-advising
Personalized portfolio management and investment strategies aligned with your financial goals and risk tolerance.
Comprehensive financial analysis and planning to help you achieve long-term wealth and security.
Strategies to preserve and transfer wealth across generations, including trusts and estate tax minimization.
Expert guidance for business owners on transitioning ownership and ensuring continuity.
Tax-efficient planning and strategies to optimize your financial outcomes and compliance.
Assistance with charitable giving and philanthropic initiatives to align with your values and legacy.
Your trusted partner for comprehensive wealth management and financial planning in Buffalo.
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Sanderson Wealth Management, LLC. is a premier fee-only wealth management firm serving high-net-worth individuals and families in Buffalo and beyond. Founded in 2001 by John Sanderson and led by CEO Justin Sanderson since 2011, we provide personalized, fiduciary-based financial advice with a commitment to transparency and client success. Our dedicated team offers comprehensive services including investment consulting, estate planning, tax strategies, and business succession planning, all tailored to your unique goals. We pride ourselves on our deep roots in the Buffalo community and our unwavering dedication to putting clients' interests first.
I recently had the opportunity to work with Sanderson Wealth Management, and I have been thoroughly impressed with their services. Founded in 2001 by John Sanderson, the firm has a rich history and a strong foundation in serving high-net-worth individuals and families. John Sanderson's extensive experience, including his time at Ernst & Young, is evident in the firm's approach to addressing sophisticated financial needs. From the moment I engaged with Sanderson Wealth Management, I felt confident in their expertise. They operate on a fee-only investment philosophy, ensuring that their advice is always in my best interest. This transparency and dedication to fiduciary standards are what initially drew me to them. Under the leadership of Justin Sanderson, the firm has continued to thrive. Justin, who took over as CEO and rebranded the firm in 2011, has been a pivotal figure in expanding their digital infrastructure and maintaining a high adviser retention rate. His commitment to innovation and client satisfaction is palpable. The range of services they offer is comprehensive and tailored to my unique needs. From investment consulting and financial planning to estate and generational wealth planning, business succession planning, philanthropy, and tax consulting, Sanderson Wealth Management covers all bases. The personalized approach they take, with a small but dedicated team of professionals, ensures that I receive the attention and expertise necessary to manage my wealth effectively. What stands out most is their commitment to the Buffalo community. Despite their growth, they have maintained their headquarters in Buffalo and continue to support local cultural institutions. This local focus resonates with me and adds a personal touch to their professional services. Overall, my experience with Sanderson Wealth Management has been exceptional. Their expertise, personalized service, and dedication to fiduciary principles make them a standout choice for anyone seeking comprehensive wealth management services. If you're looking for a trustworthy and capable partner in managing your wealth, I highly recommend Sanderson Wealth Management.
After extensive research and interviews with prospective financial advisors, I chose Sanderson Wealth Management for my financial advisor about 10 years ago. In addition to impeccable ethics, they were the only company not recommending their own funds, but instead selecting funds that fit my investment goals and profile... and they actually listened to me. I have been very happy with their care, their attention to detail, and with the performance of my portfolio under their guidance.
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