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Sanderson Wealth Management, LLC.
El socio fiduciario de gestión de patrimonio que cobra únicamente honorarios en Buffalo.
4.3(3 reseñas)
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El socio fiduciario de gestión de patrimonio que cobra únicamente honorarios en Buffalo.
Sanderson Wealth Management, LLC. se encuentra en Buffalo, NY 14202, en 50 Fountain Plz, sirviendo a individuos y familias de alto patrimonio neto con un enfoque fiduciario que cobra honorarios únicamente. Fundada en 2001 por John Sanderson y dirigida por el CEO Justin Sanderson desde un cambio de marca en 2011, la firma ofrece consultoría de inversiones, planificación financiera, planificación de patrimonio y riqueza generacional, planificación de la sucesión empresarial, filantropía y consultoría fiscal. Un equipo pequeño, orientado al cliente, apoya a la comunidad local.
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Gestión de carteras personalizada y estrategias de inversión alineadas con tus objetivos financieros y tu tolerancia al riesgo.
Análisis y planificación financiera integral para ayudarte a lograr riqueza y seguridad a largo plazo.
Estrategias para preservar y transferir la riqueza entre generaciones, incluyendo fideicomisos y la minimización de impuestos sobre la herencia.
Asesoramiento experto para propietarios de empresas sobre la transición de la titularidad y garantizar la continuidad del negocio.
Planificación y estrategias fiscalmente eficientes para optimizar tus resultados financieros y el cumplimiento.
Asistencia con donaciones caritativas e iniciativas filantrópicas para alinearse con tus valores y tu legado.
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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