Sanderson Wealth Management
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
50 Fountain Plz Ste 750, Buffalo, New Yo...Phone Number
(716) 566-2420Website
www.sandersonllc.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
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Apr
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ZI Rank
1
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2
2
About Sanderson Wealth Management
Sanderson Wealth Management specializes in providing comprehensive financial services tailored for high-net-worth individuals and families. Their offerings include investment consulting, financial planning, estate and generational wealth planning, business succession planning, philanthropy, and tax consulting. The firm, established in 2001 and based in Buffalo, New York, focuses on delivering personalized attention and forward-thinking strategies to meet the unique needs of their clients. Sanderson Wealth Management aims to help clients envision and achieve their ideal financial futures.Explore more
Sanderson Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Sanderson Wealth Manageme...
<$5M
11-50
Private
<$5M
2001
JG
John GulloChief Investment Officer & Chief Operating Officer & Manager, Wealth
Company Profile Activity
Activity Insights
Sanderson Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sanderson Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sanderson Wealth Management.
Sanderson Wealth Management financials insights
Gather financial insights about Sanderson Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Sanderson Wealth Management Tech Stack
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Most Recent Scoops
Promotion
Executive Move
Lateral Move
Executive Move
Funding
Sanderson Wealth Management has received an SBA PPP loan for $350,000-1 million from Manufacturers and Traders Trust Company, supporting the retention of 15 jobs.
Funding
Sanderson Wealth Management News & Media
Sanderson Wealth Management Names Justin Sanderson Chief Executive Officer and John Sanderson Executive Chairman
BUFFALO, N.Y.--(BUSINESS WIRE)--Sanderson Wealth Management, a leading wealth management firm headquartered in Buffalo, NY, has announced key leadership changes. The firm’s founder, John Sanderson, will become executive chairman of the board, while Justin Sanderson has been appointed chief executive officer. “When I founded Sanderson, we had three advisers, including myself, and $160mm assets under management,” said John Sanderson. “Throughout the past 20 years, we have grown to become one of t
Read more news
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Sanderson Wealth Management specializes in providing comprehensive financial services tailored for high-net-worth individuals and families. Their offerings include investment consulting, financial planning, estate and generational wealth planning, business succession planning, philanthropy, and tax consulting. The firm, established in 2001 and base... Read More
