Sanderson Wealth Management

Envision a greater relationship with your financial advisor

General Information
Company Name
Sanderson Wealth Management
Founded Year
2001
Location (Offices)
Buffalo, United States +1
Founders / Decision Makers
Number of Employees
21
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Sanderson Wealth Management - Company Profile

Sanderson Wealth Management is a leading financial services and wealth management company founded in 2001. The company offers comprehensive financial services exclusively to high-net-worth individuals and families, emphasizing an integrated, individualized approach to add value and foster personal achievement and satisfaction. As an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care, Sanderson prioritizes clients' interests. The experienced team holds industry-leading credentials such as Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA).

Headquartered in Buffalo, New York, Sanderson Wealth Management serves clients nationwide. While the company has a strong foundation and a clear focus, its recent investment and investor details are not available. There is significant potential for growth and innovation in this sector, and partnerships or investments in Sanderson Wealth Management could offer strategic opportunities in the evolving wealth management landscape..

Funding Rounds & Investors of Sanderson Wealth Management (0)

View All

There is no investment information

Latest News of Sanderson Wealth Management

View All

No recent news or press coverage available for Sanderson Wealth Management.

Similar Companies to Sanderson Wealth Management

View All
Kane Company Wealth Management, Inc. - Similar company to Sanderson Wealth Management
Kane Company Wealth Management, Inc. Fee-Only Investment Advisors and Financial Planners
SageVest Wealth Management - Similar company to Sanderson Wealth Management
SageVest Wealth Management Make a wise investment in your future today.
Bluerock Wealth Management LLC - Similar company to Sanderson Wealth Management
Bluerock Wealth Management LLC Fee-Only, Fiduciary, Independent Wealth Management Firm
Horizon Wealth Management - Similar company to Sanderson Wealth Management
Horizon Wealth Management What's on your Horizon?
Chacon Diaz & Di Virgilio - Similar company to Sanderson Wealth Management
Chacon Diaz & Di Virgilio Fiduciary Financial Planning & Investment Management