Sandcastle Wealth Builders

EST. AUM
$80,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Grand Rapids
CRD Number
Website sandcastlewealth.com
Client types

Overview

Sandcastle Wealth Builders is a relationship-driven Registered Investment Adviser (RIA) based in Plainwell, Michigan. Founded by veteran financial advisor W. Michael Sanders, the firm recently transitioned to its current branding in 2026 after joining the Cetera Wealth Services community through Summit Financial Networks. The practice focuses on helping individuals, families, and business owners navigate life transitions with a "coaching-minded" approach. Sandcastle emphasizes long-term trust and personalized guidance rather than template-based financial planning.

Platform Details

Investment Preferences

Alternative Activity