Sanderson Wealth Management

Sanderson Wealth Management is an independent SEC Registered Investment Advisor founded in 2001. The firm provides comprehensive financial services exclusively to high-net-worth individuals and families, operating with a fiduciary standard of care that requires putting client interests first. Headquartered in Buffalo, New York, the firm serves clients across the United States.

The multidisciplinary team at Sanderson Wealth Management holds credentials that exceed industry standards, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF), and Certified Public Accountant (CPA). The firm employs between 50 and 99 professionals and maintains a fee-only investment philosophy, ensuring advice is always aligned with client goals.

Sanderson Wealth Management offers services in business consulting and accounting, as well as investment consulting, financial planning, estate and generational wealth planning, business succession planning, philanthropy, and tax consulting. The firm serves clients in the corporate services and finance industries, including small businesses, medium businesses, and enterprise/corporate clients.

The firm has a strong commitment to the Buffalo community, maintaining its headquarters there despite growth. Under the leadership of CEO Justin Sanderson, who took over and rebranded the firm in 2011, Sanderson Wealth Management has expanded its digital infrastructure and maintained high adviser retention rates.

Client reviews from Google are overwhelmingly positive, with an average rating of 4.3 out of 5. Reviewers consistently praise the firm's ethical approach, personalized service, and strong portfolio performance. One long-term client noted the firm's "impeccable ethics" and willingness to select funds that fit individual investment goals rather than proprietary products.

The firm's portfolio includes work with clients in the financial, corporate services, and real estate industries. While specific case studies are not detailed on the profile, the firm's longevity since 2001 and its focus on high-net-worth clients demonstrate a track record of managing sophisticated financial needs.