Blog posts by Sanderson Wealth Management

The financial world is complex and ever-changing. At Sanderson, we believe our role isn’t just to advise clients on what to do with their money—it’s also to empower them with the knowledge to make informed decisions that enhance their lives. We hope you find the following resources insightful and helpful.

Sanderson Wealth Management

Sanderson Wealth Management

Recent Posts

Looking Back and Forward – A Conversation with John and Justin Sanderson

Looking Back and Forward – A Conversation with John and Justin Sanderson

2021 marks our 20th anniversary—a special milestone for an independent financial services form such as ours. We are thrilled to announce Justin Sanderson as the new… Read More

Making (Financial) Sense Out of 2020

Making (Financial) Sense Out of 2020

Sanderson Wealth Management answers the top investment and tax questions of 2020. Read More

Sanderson Wealth Management Adds Private Equity

Sanderson Wealth Management Adds Private Equity

Sanderson Wealth Management launched a diversified investment strategy in November 2020 that now includes private equity investments. Read More

Federal Tax Limits Guide 2020

Federal Tax Limits Guide 2020

Download Sanderson Wealth Management’s complimentary resource, Annual Federal Limits Relating to Tax and Financial Planning 2020. Read More

Best Financial Questions 2019

Best Financial Questions 2019

You asked. We answer. Justin Sanderson, Tim Domino, and John Gullo dive into a few of the most frequently asked financial questions from the past year. Read More

The Sanderson Family Welcomes Its Newest Member, Felicity

The Sanderson Family Welcomes Its Newest Member, Felicity

Our firm is thrilled to congratulate Justin Sanderson and his wife, Katy, on the birth of their daughter, Felicity. Read More

Get Out! Leaving New York State for Income Tax Purposes

Get Out! Leaving New York State for Income Tax Purposes

Thinking about switching your residency to escape New York’s high tax rates? It can be easier said than done, in many cases. Our tax consultant team explains NYS… Read More

Sanderson Named Among Top U.S. RIAs by Financial Times

Sanderson Named Among Top U.S. RIAs by Financial Times

We’re proud to announce that Sanderson Wealth Management has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). Read More

John Gullo Named Chief Investment Officer

John Gullo Named Chief Investment Officer

We’re thrilled to announce that John Gullo has been promoted to the role of chief investment officer (CIO). Read More

Sanderson Team Members Earn CERTIFIED FINANCIAL PLANNER™ Designations

Sanderson Team Members Earn CERTIFIED FINANCIAL PLANNER™ Designations

We’re proud to announce that Caleb Jennings and Timothy Domino have been authorized to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Read More