Sanderson Wealth Management was recently named a 2023 Best Places to Work for Financial Advisers by InvestmentNews. Read More
![Reflection and Outlook: A Letter From the CEO](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/104-181_SWM_CEOLetter_featureimage.jpg?width=1080&name=104-181_SWM_CEOLetter_featureimage.jpg)
Reflection and Outlook: A Letter From the CEO
Estate & Generational Wealth Planning, Financial Planning, Firm News, Investment Consulting, Tax Consulting
Justin Sanderson shares thoughts on 2022 and the new year. Read More
![John Sanderson Named One of Western New York’s Top C-Level Executives](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/104-183_SWM_JohnC-suiteAward_feature2%20%283%29.jpg?width=1080&name=104-183_SWM_JohnC-suiteAward_feature2%20%283%29.jpg)
John Sanderson Named One of Western New York’s Top C-Level Executives
In honor of John’s latest achievement, we're proud to share his insights, reflections, and advice from his life and career. Read More
![Warmest Holiday Wishes](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/holiday%20video%20feature%20image.png?width=1080&name=holiday%20video%20feature%20image.png)
Warmest Holiday Wishes
Financial Planning, Firm News, Tax Consulting
In our holiday video, we extend sincere gratitude and holiday greetings to all of our clients, friends, and family alike. Read More
![Looking Back and Forward – A Conversation with John and Justin Sanderson](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/LeadershipTransition_Insights_CoverImg.jpg?width=1080&name=LeadershipTransition_Insights_CoverImg.jpg)
Looking Back and Forward – A Conversation with John and Justin Sanderson
As we celebrate the firm's 20th anniversary, Sanderson is thrilled to announce a leadership realignment, with Justin Sanderson being named CEO. Read More
![Sanderson Wealth Management Adds Private Equity](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/shutterstock_395472436.jpg?width=1080&name=shutterstock_395472436.jpg)
Sanderson Wealth Management Adds Private Equity
Firm News, Investment Consulting
Sanderson Wealth Management launched a diversified investment strategy in November 2020 that now includes private equity investments. Read More
![The Sanderson Family Welcomes Its Newest Member, Felicity](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/Imported_Blog_Media/Felicity-Belle-Sanderson-featured.jpg?width=1080&name=Felicity-Belle-Sanderson-featured.jpg)
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
![Sanderson Named Among Top U.S. RIAs by Financial Times](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/Imported_Blog_Media/TopRIAs-570119548-mountaintop.jpg?width=1080&name=TopRIAs-570119548-mountaintop.jpg)
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](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/Imported_Blog_Media/John-Gullo-fi.jpg?width=1080&name=John-Gullo-fi.jpg)
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](https://5121789.fs1.hubspotusercontent-na1.net/hub/5121789/hubfs/Imported_Blog_Media/CertifiedFinancialPlanners-515188621.jpg?width=1080&name=CertifiedFinancialPlanners-515188621.jpg)
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