Updated October 02, 2023
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Sanderson Wealth Management

Investment Advisor Firm
Total assets under management$899M
Years in business23+

About Sanderson Wealth Management

Established in 2001 by John Sanderson, Sanderson Wealth Management is a Buffalo-based, privately owned fiduciary wealth management firm with an impressive 20-year legacy of uncompromising service. John, a former Ernst & Young managing partner, envisioned an independent financial advisory firm catering to high-net-worth individuals and families.

Sanderson's enduring growth is underpinned by its unwavering commitment to clients and an ever-evolving team of financial professionals. In 2011, it adopted the name Sanderson Wealth Management, reflecting its comprehensive approach to financial services, now serving 220 families with over $1 billion in assets under management.

The firm's leadership transition in 2021 saw John Sanderson named Chairman and his son Justin Sanderson as CEO, reinforcing family values and expansion.

Sanderson's downtown Buffalo roots are a testament to its commitment to the community, and their client-centric approach combines a multidisciplinary strategy with a dedicated, small team of experienced professionals. This team ensures personalized, responsive attention, aiming to understand clients on a personal level and helping them achieve their life goals.

The firm's values, including uncompromising stewardship, steadfast attention, relentless progress, teamwork, community engagement, and a commitment to exceeding industry standards, reflect its dedication to client success and long-term partnerships. Sanderson Wealth Management serves as your Family CFO, dedicated to enhancing your quality of life while working towards enduring wealth goals.

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Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Estate and Generational Wealth Planning
  3. Business Succession Planning
  4. Tax Consulting
  5. Philanthropy

More about Sanderson Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
11891011

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