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Sanderson Wealth Management, LLC.
Le partenaire fiduciaire en gestion de patrimoine à honoraires uniquement de Buffalo.
4.3(3 avis)
Comptable
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Le partenaire fiduciaire en gestion de patrimoine à honoraires uniquement de Buffalo.
Sanderson Wealth Management, LLC. est situé à Buffalo, NY 14202, au 50 Fountain Plz, et dessert des particuliers et des familles à haute valeur nette avec une approche fiduciaire à honoraires uniquement. Fondée en 2001 par John Sanderson et dirigée par le PDG Justin Sanderson depuis une refonte en 2011, la société propose le conseil en investissement, la planification financière, la planification patrimoniale et générationnelle, la planification de la transmission d'entreprise, la philanthropie et le conseil fiscal. Une petite équipe axée sur la clientèle soutient la communauté locale.
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Gestion de portefeuille personnalisée et stratégies d'investissement alignées sur vos objectifs financiers et votre tolérance au risque.
Analyse financière complète et planification pour vous aider à atteindre une richesse durable et une sécurité financière à long terme.
Des stratégies pour préserver et transférer la richesse entre les générations, y compris les fiducies et la minimisation des droits de succession.
Conseil d'experts pour les propriétaires d'entreprise sur la transmission de la propriété et la continuité de l'activité.
Planification fiscale efficace et stratégies pour optimiser vos résultats financiers et votre conformité.
Aide à des dons charitables et à des initiatives philanthropiques pour qu'ils soient alignés sur vos valeurs et votre héritage.
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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