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102 North Main Street, Suite A, Plainwell, MI 49080

269.685.6533
mike@sandcastlewealth.com
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About Sandcastle

We Value The Kind Of Relationship That Grows Over Time

Based in Southwest Michigan, Sandcastle is built around the idea that financial guidance should feel personal, steady, and familiar over time. Not rushed. Not transactional. And not limited to a few meetings and a stack of recommendations. Our firm is shaped by long-standing relationships, a close-knit team, and the kind of trust that grows through real connection, thoughtful guidance, and being there through life’s changes.

“The right guide doesn’t just hand you a playbook. They help you see what’s possible and hold you to it.”

This Is What Putting Clients First Looks Like

This Is What Putting Clients First Looks Like

There are industry words people hear all the time. “Fiduciary” is one of them. Around here, it means recommendations are made with your best interest in view. It means clear motives and the confidence that the person across from you is there to help you make sound decisions with the bigger picture in mind.

Comprehensive Because Financial Goals Rarely Stay In One Lane

In our experience, one conversation often leads to another. Because retirement, investments, taxes, family decisions, and long-term goals tend to overlap. That is why this firm is built to look at the full picture and help clients make decisions with more context and less guesswork.

Get Clear On What Financial Independence Looks Like

When retirement feels hard to define, we help you step back, look at the full picture, and understand what financial independence could look like for your life. Then we help you sort through what needs to be done to move toward it. As a SmartVestor Pro, Mike brings an added layer of accountability to that process, providing a high standard of coaching and guidance.

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A Coaching Mindset Shapes
How We Support You

Guidance here is meant to be active, not passive. It is not about handing someone a plan and leaving them on their own. It is about helping you understand what is possible, stay engaged in the process, and keep moving toward what matters most.

William Michael Sanders, CFP®, ChFC®, CLU®

William Michael Sanders, CFP®, ChFC®, CLU®

Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ Practitioner

Brad Helsen

Brad Helsen

Director of Operations / Client Services Director

Allison Bright

Allison Bright

Administration Assistant

Christian Sanders

Christian Sanders

Client Relations Specialist

Grace Bright

Grace Bright

Chief Treat Officer

Jax Sanders

Jax Sanders

Chief Treat Officer

What Defines Your Client
Experience

Client First Accountability

We got into this business because we believe people deserve someone in their corner who is genuinely accountable. Doing right by clients, even when no one is watching, is the only way we know how to work.

Coaching Client Success

Decades of coaching taught us that the right guide doesn't just hand you a playbook. They help you see what's possible and hold you to it. We believe every client is capable of more than they think, and it's our job to help them get there.

Clarity Over Confusion

Finances are complex, and most people want to focus on something more important. We partner with clients to manage the complexity and details so they can know what’s going on, but focus on things that really matter in life.

Building Lasting Relationships

We believe that the kind of relationship where you know someone's extended family, remember their goals, and answer when they call is what helps people move their lifestyle and legacy goals forward.

Meet The Broader Team
Behind Our Firm

We partner with an institutional partner to best serve you.

Advanced Planning Team

We have access guidance on more sophisticated planning questions, helping the firm bring added clarity, thoughtful strategy, and well-rounded support to complex decisions.

Meet the Team

Investment Management Team

Research, portfolio insight, and professional analysis help strengthen investment decisions, support ongoing oversight, and keep recommendations grounded.

Meet the Team

Financial Plan Design Team

The detailed plans, revealed opportunities, and recommendations helps clients move forward with greater understanding and direction.

Meet the Team

Supporting Sandcastle

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Learn More About The People Behind Our Financial Planning Approach

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Take The Next Step Toward Greater Clarity, Strategy, And Financial Independence

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