Sanderson Wealth Management, LLC

John Gullo is a financial advisor at Sanderson Wealth Management, LLC in Buffalo, NY. He holds the CFP® designation along with Series 63 and 65 licenses and has five years of industry experience. Gullo has been with Sanderson Wealth Management since 2007, totaling 19 years of tenure at the firm. Sanderson Wealth Management provides comprehensive financial planning, investment consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes asset allocation, manager due diligence, and ongoing monitoring, typically using mutual funds and ETFs to maintain liquidity and transparency.

Tucker Weppner is a CFP® professional with five years of experience at Sanderson Wealth Management, LLC and earlier roles at ROI Financial Group. He has a background that includes four years at Canisius College. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm emphasizes asset allocation strategies using capital market assumptions and risk analysis, with a notable focus on non-discretionary management and relationships with insurance companies.

Phillip Frattali is a CFA® charterholder with 12 years of experience at Sanderson Wealth Management, LLC in Buffalo, NY. He has worked exclusively with the firm since 2014. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, business entities, and insurance company clients. The firm provides comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management, emphasizing asset allocation and due diligence on independent managers.

Evan Kraft is a Certified Financial Planner (CFP®) with 4 years of industry experience. He has been with Sanderson Wealth Management, LLC since 2010. Sanderson Wealth Management, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm’s approach emphasizes asset allocation based on capital market assumptions and risk analysis, utilizing mutual funds and ETFs for transparency and liquidity, and maintains a significant focus on non-discretionary management and insurance-related advisory services.

Caleb Jennings is a Certified Financial Planner™ (CFP®) with five years of industry experience. He is affiliated with Sanderson Wealth Management, LLC, a firm he has been with since 2005. Sanderson Wealth Management provides financial planning, investment consulting, and portfolio management services to a diverse client base that includes individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes asset allocation, manager due diligence, and ongoing monitoring, utilizing mutual funds and ETFs for liquidity and transparency.

Timothy Domino is a CFP® with five years of industry experience. He has been with Sanderson Wealth Management, LLC since 2011, where he works as part of an 11-advisor team. Sanderson Wealth Management provides comprehensive financial planning and investment consulting to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes asset allocation, manager due diligence, and ongoing monitoring, typically utilizing mutual funds and ETFs for liquidity and transparency.

Angelo D'amato Goodenough is a financial advisor at Sanderson Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Note Advisors, LLC for three years. Prior to his advisory roles, he was affiliated with the University at Buffalo for six years. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning and investment consulting. The firm emphasizes asset allocation using capital market assumptions and risk analysis, primarily implementing strategies through mutual funds and ETFs, and is notable for managing most assets on a non-discretionary basis while maintaining relationships with insurance companies.

Carl Bader is a financial advisor at Sanderson Wealth Management, LLC with four years of industry experience. He has been with Sanderson Wealth Management since 2001. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, business entities, and insurance company clients. The firm provides comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management, with an emphasis on asset allocation using capital market assumptions and risk analysis.

John Sanderson is a financial advisor at Sanderson Wealth Management, LLC in Buffalo, NY, with 12 years of industry experience and a Series 65 credential. He has been with Sanderson Wealth Management since 2001. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm emphasizes asset allocation using capital market assumptions and implements strategies primarily through mutual funds and ETFs, maintaining a large portion of assets on a non-discretionary basis and advising on insurance and annuity products.

James Warner is a CFP® professional with five years of industry experience, currently serving as part of the team at Sanderson Wealth Management, LLC in Buffalo, NY. He has been with Sanderson Wealth Management, LLC since 2001. Sanderson Wealth Management provides comprehensive financial planning, investment consulting, and portfolio management services to a diverse client base that includes individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach focuses on asset allocation, manager due diligence, and ongoing monitoring, primarily utilizing mutual funds and ETFs.

Justin Sanderson is a CFP® professional with five years of industry experience, currently serving at Sanderson Wealth Management, LLC, where he has been since 2001. The firm has a team of 11 advisors and is based in Buffalo, NY. Sanderson Wealth Management provides comprehensive financial planning, investment consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach focuses on asset allocation, manager due diligence, and ongoing monitoring, typically using mutual funds and ETFs for liquidity and transparency.