Sanderson Wealth Management
Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). From our headquarters in Buffalo, New York, we work with clients around the country. Schedule a consultation to learn more about our approach to wealth management and how we can help you Envision Greater.
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Verified contacts
25
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
1
tools in use
Monthly traffic
85
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- DT
Debbie Todaro
Director of Tax · Finance & Accounting
EmailPhone - TD
Timothy Domino
Director of Wealth Planning · Finance & Accounting
EmailPhone - CJ
Caleb Jennings
Vice President · General Business & Management
EmailPhone - CR
Cameron Radziwon
Chief of Staff · General Business & Management
EmailPhone - MB
Michael Bader
Vice-president · General Business & Management
EmailPhone - AM
Amanda Melendez
Administrative Associate · Operations
EmailPhone - AG
Angelo Goodenough
Financial Analyst · Finance & Accounting
EmailPhone - DS
Donna Schmitt
Executive Assistant to John R Sanderson · General Business & Management
EmailPhone - EK
Evan Kraft
Financial Adviser · Finance & Accounting
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Sanderson Wealth Management
23 distinct titles indexed · top 10 shown.
- 2financial adviser
- 2tax and wealth planning senior adviser
- 1administrative assistant
- 1administrative associate
- 1ceo
- 1chairman
- 1chief investment officer, chief operating officer, and wealth manager
- 1chief of staff
- 1client service administrator
- 1customer service specialist
- +13more titles
Sign up to unlock all 25 contacts at Sanderson Wealth Management
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