Justin Sanderson
CFP®, CIMA®
Sanderson Wealth Management
Chief Executive Officer
Justin Sanderson
CFP®, CIMA®
Sanderson Wealth Management
Chief Executive Officer
Your wealth has many different facets. With our fee-only, integrated approach, we can ensure all aspects of your finances are working together to achieve your highest level of personal fulfillment today, while preserving your future and legacy. - Justin Sanderson, CFP®, CIMA®
Justin Sanderson, CFP®, CIMA®, provides sophisticated, comprehensive wealth management to high-net-worth individuals and families, business owners, and entrepreneurs. Located in Buffalo, New York, Justin works with clients around the country.
A member of Sanderson Wealth Management, Justin Sanderson provides personalized attention and forward-thinking strategies to help clients reach not only their financial goals – but also their personal aspirations. As a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst (CIMA®), Justin advises clients on investment consulting, financial planning, estate and generational wealth planning, business succession planning, tax consulting, and philanthropy guidance.
Sanderson Wealth Management is a fee-only, fiduciary-only firm – a distinction held by only 11.9% of investment advisors – so you can be confident that Justin is putting your best interests first at all times.
Justin Sanderson is second-generation leadership of Sanderson Wealth Management and has been a member of the firm since its inception in 2001. As CEO, Justin steers all aspects of the business—from strategizing and communicating a clear vision for the future to collaborating with the leadership team on implementing new initiatives. He’s especially passionate about keeping the firm on the leading edge of technology and was instrumental in Sanderson building a company-wide platform that enhances convenience and performance for our advisers and clients alike. A CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of wealth management experience, Justin also serves as a lead adviser to nurture relationships with select families.
Justin has earned a reputation as an active contributor within the investment and financial services field. He is a member and supporter of the Institute for the Fiduciary Standard, a think tank promoting the importance of fiduciary principles, as well as a member of the Forbes Finance Council, where he publishes thought leadership on financial matters with a focus on business succession.
Justin Sanderson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Envision Greater.
Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. Our approach to wealth management goes above and beyond what you’d find at a traditional investment firm or financial planner. We are positioned to serve all your financial needs under one roof. Even more importantly, our offerings and advisors are strategically integrated, so you can be sure that all aspects of your wealth are working together toward your family’s aspirations.
As a client, we welcome you to play as active of a role in your wealth management strategy as you prefer. Plus, throughout our engagement, you expect a highly personalized experience supported by high-tech digital financial tools at your fingertips.
Our Mission.
To help you and your family live your best life while working toward long-term fulfillment through a comprehensive approach to wealth management.
Our Core Values.
- Independent and objective financial advice
- Exceptional professional service
- Proactive research and portfolio management
- Open architecture platform
Let's talk about your future.
Visit SandersonLLC.com to schedule a consultation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Justin Sanderson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Justin Sanderson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Justin Sanderson is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Contact Justin Sanderson
Office Locations:
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50 Fountain Plaza Suite 750
Buffalo, NY 14202
