Michelle Sandt-Wade Image

Michelle Sandt-Wade

CFP®
Sr. Wealth Advisor

Building a meaningful partnership with my clients fosters authentic, honest conversations. The direct result leads to well thought out financial decisions driving toward Economic Freedom™.

Meet Michelle

Michelle is a Sr. Wealth Advisor at Mercer Advisors. She joined the firm in 2024 through the acquisition of Transitions Wealth Management. Michelle joined Transitions in 2015 as an administrative assistant. Within 14 months, she was managing clients and helping the firm grow by three times its size, while also expanding offerings and services to clients. She became a Sr. Wealth Advisor and owner after four years with Transitions, and continued to support the growth of excellent client service and offerings. She enjoys taking a client from feeling anxious to confident, and watching the transformation that happens from seeing the plan unfold. Michelle earned a B.S. degree in finance from Colorado State University, Fort Collins. She has been a CERTIFIED FINANCIAL PLANNER® professional since 1998.

Michelle’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Michelle has focused experience in these areas:

Her working style

Michelle is good at asking questions that go deeper into the “why” to help build a successful relationship and wealth plan. Her ability to problem-solve with colleagues and clients creates intentional recommendations for helping clients feel truly heard, cared for, and confident they have a great plan.

Michelle in real life

How do you give back?

I love to serve young women in their pursuit to be confident, kind, and cared for. I have hosted a book study with four to eight young women for over five years. Pouring love and care into these amazing young ladies is life-giving to me.

Any words you try to live by?

I deeply believe integrity is vital to my joy. A quote I love is, “Always do what is right, especially when no is looking.” I have never regretted doing the right thing, even when it was hard!

What keeps you busy outside of work?

I love to travel and play golf. Getting to experience the amazing people and places in this world helps me have a grateful heart and a good work ethic!

Michelle’s snapshots

Meet Michelle’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Michelle counts on — and how they work together to support you.
Gracie Tiedeman

Gracie Tiedeman

Client Service Specialist

What Michelle Says

Gracie cares for our clients and provides exceptional service. She is always willing to pitch in and help!

Charles Wetmore

Charles Wetmore

Sr. Financial Planner

What Michelle Says

We work together toward client objectives and solve for many outcomes. He is always prepared and knowledgeable.

Bruce R. Bendell

Bruce R. Bendell

Sr. Wealth Advisor

What Michelle Says

Bruce is always good at taking care of his clients’ planning concerns. He is thoughtful and a great sounding board for helping clients understand complex strategies.

Ready to learn more?