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.
View Top Employees from Sanderson Wealth ManagementWebsite | http://sandersonllc.com |
Revenue | $7 million |
Funding | $350000 |
Employees | 28 (28 on RocketReach) |
Founded | 2001 |
Address | 50 Fountain Plaza Suite 750, Buffalo, New York 14203, US |
Phone | (716) 566-2420 |
Fax | (716) 566-2410 |
Technologies |
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Industry | Investment Management, Finance General, Financial Services, Personal Financial Counseling, Finance, Wealth Management, Estate Planning, Investment Advice, Tax Planning and Compliance |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 561 Companies |
Looking for a particular Sanderson Wealth Management employee's phone or email?
The Sanderson Wealth Management annual revenue was $7 million in 2024.
Caleb Jennings is the Vice President of Sanderson Wealth Management.
28 people are employed at Sanderson Wealth Management.
Sanderson Wealth Management is based in Buffalo, New York.
The NAICS codes for Sanderson Wealth Management are [561110, 56111, 56, 5611, 561].
The SIC codes for Sanderson Wealth Management are [87, 874].