firm news

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.

2023 Best Places to Work for Financial Advisers

2023 Best Places to Work for Financial Advisers

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

Reflection and Outlook: A Letter From the CEO

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

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

Warmest Holiday Wishes

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

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

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

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

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