Sanderson Wealth Management, LLC

John Gullo is a CFP® with Sanderson Wealth Management, LLC in Buffalo, NY, where he has been employed since 2007. He holds Series 63 and Series 65 licenses and has four years of industry experience. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, business entities, and insurance company clients. The firm provides comprehensive financial planning and investment consulting, focusing on asset allocation through mutual funds and ETFs, with a notable emphasis on non-discretionary management and coordination with affiliated accounting services.

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 CFP® with four years of industry experience, currently serving as a financial advisor at Sanderson Wealth Management, LLC in Buffalo, NY. He has been with Sanderson Wealth Management since 2005. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, business entities, and insurance company clients. The firm focuses on comprehensive financial planning and investment management, emphasizing asset allocation and due diligence on independent managers, with a notable emphasis on non-discretionary asset management and advisory services related to held-away insurance and annuity products.

Timothy Domino is a CFP® professional with 4 years of industry experience, currently serving at Sanderson Wealth Management, LLC since 2011. He is based in Buffalo, NY, and is part of a multi-team firm with 12 advisors. 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 strategies using capital market assumptions and risk analysis, primarily implementing portfolios through mutual funds and ETFs, with a significant portion of assets managed on a non-discretionary basis.

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.

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 four years of industry experience, currently serving at Sanderson Wealth Management, LLC in Buffalo, NY. He has been with Sanderson Wealth Management since 2001. 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, with a notable focus on non-discretionary management and advising on insurance and annuity products.

Justin Sanderson is a CFP® professional with 4 years of industry experience, currently serving at Sanderson Wealth Management, LLC. He has been with the firm since 2001. Sanderson Wealth Management, LLC provides financial planning, investment consulting, and both discretionary and non-discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation using capital market assumptions and risk budgeting, primarily implementing strategies through mutual funds and ETFs, and maintains notable relationships with insurance companies while coordinating with an affiliated CPA practice.