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Justin Sanderson, VP and Chief Compliance Officer
(716) 566-2522
[email protected]
www.SandersonLLC.com

Services

Comprised of a full suite of services including investment consulting, financial management consulting, business succession planning, estate and generational wealth planning, tax consulting, and philanthropic consulting, our Private Wealth Advisers offer a comprehensive, tailored wealth management experience for high-net-worth individuals and their families. Our clients work closely with a dedicated adviser who is supported by a team of experienced specialists.

Additionally, we offer employers an empowering retirement readiness program for their employees – Thrive Financial Wellness – built on the simple premise that financially confident employees are happier, healthier, and more productive.

Compensation methods accepted
Fee-Only

Required education for senior advisors in the firm
Advanced education in Finance or a related area
CFP®  (Certified Financial Planners)
All advisers and team members are actively perusing additional education, always.

Link to SEC/state registration
https://adviserinfo.sec.gov/firm/summary/118910

Firm Overview

While we typically consider ourselves to be forward-thinking, we are also immensely proud of our firm’s history. In a field that can be volatile and unpredictable, our prudent, steadfast approach has allowed us to continuously grow for over 20 years. From roots extending to one of the world’s largest financial services companies to navigating through multiple market cycles, the experience and perspectives we’ve gained have built a solid foundation for both our firm and clients.

At Sanderson, what’s important isn’t just what we do—it’s also how we do it. Our philosophy is one that puts the needs of our clients first, without exception, and is based on the belief that trust is earned, not assumed. We take great satisfaction—personal and professional—when our clients succeed. For us, integrity is just as important as the bottom line. By being resolute in how we conduct business, we are able to view each new client as the start of a long-term partnership.

At Sanderson, our approach to wealth management goes above and beyond what our clients find at a traditional investment firm or financial planner. We are positioned to serve all their financial needs under one roof. Even more importantly, our offerings and advisers are strategically integrated, so our clients can be sure that all aspects of their wealth are working together toward their family’s aspirations.

We welcome our clients to as active of a role in their wealth management strategy as they prefer. Plus, throughout our engagement, they expect a highly personalized experience supported by high-tech digital financial tools at their fingertips.