Blog posts by Tucker Weppner, CFP®

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.

Tucker Weppner, CFP®

Tucker Weppner, CFP®
Tucker Weppner joined Sanderson as a Financial Analyst in 2021 after completing the highly regarded Master’s in Finance program at Canisius College. A former Division I student-athlete, Tucker brings a relentless work ethic to analyzing investment data and a team-first mindset in supporting our advisers. While attending Canisius College, Tucker contributed to a five-person team that advanced to the Americas Final of the CFA Institute Research Challenge. He also received the prestigious WNY Prosperity Fellowship that encourages entrepreneurial-driven students to further economic growth in our region.
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Recent Posts

Fiduciary Excellence: Enhancing Trust and Integrity in 2024

Fiduciary Excellence: Enhancing Trust and Integrity in 2024

Financial Planning, Investment Consulting

Tucker Weppner explores the principles and responsibilities of a fiduciary while highlighting the importance of prioritizing clients' interests and maintaining… Read More

Common Benchmark Indices: What are the key differences?

Common Benchmark Indices: What are the key differences?

Financial Planning, Investment Consulting

Explore the world of investing and the key differences between the Dow Jones, NASDAQ, S&P 500, and MSCI ACWI indices. Read More

Roth IRA: A great place to begin your wealth strategy

Roth IRA: A great place to begin your wealth strategy

Financial Planning, Tax Consulting

There’s power in creating a Roth IRA at an early age. Tucker Weppner gives an IRA overview and how they benefit wealth strategies and retirement planning. Read More

New Limits for Retirement Contributions Are in Effect

New Limits for Retirement Contributions Are in Effect

Financial Planning, Tax Consulting

Tucker Weppner from Sanderson Wealth Management examines the increased contribution limits for select retirement plans in 2022. Read More

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