Denver, CO Office

Sanderson Wealth Management provides comprehensive financial planning, investment consulting, and both discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations and corporate clients. The firm also offers retirement-plan consulting and serves as investment manager to a privately offered pooled vehicle (the Sanderson Infinity Beyond Fund), with separate offering documents for eligible investors.

The firm’s investment process centers on asset allocation, manager due diligence, and ongoing monitoring, and it generally implements strategies using mutual funds and ETFs for liquidity and transparency while employing capital‑market assumptions, risk budgeting and scenario analysis. Sanderson reports $1.43 billion in assets under management as of December 31, 2025, of which about $396.6 million is managed on a discretionary basis and approximately $1.03 billion on a non‑discretionary basis; it also provides non‑discretionary advice for variable life/annuity products and employer‑sponsored plans.

Noteworthy features that distinguish Sanderson from many peers include its multi‑office structure and affiliation with a certified public accounting firm (Sanderson Wealth Management CPAs, LLC), whose principals may refer clients and for whom the firm may offset accounting fees for certain clients. The firm also discloses referral and solicitor arrangements, receives operational and technology support from its recommended custodian, and maintains relatively high engagement thresholds (a $2,000,000 portfolio minimum and a $20,000 minimum annual fee, subject to waiver).