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VerifiedInvestment Management· Founded 2001

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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HeadquartersBuffalo, United StatesEmployees22(11 to 50)Annual revenue$1M to <$10MFounded year2001Websitesandersonllc.comLinkedIn profileLinkedIn

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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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

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