Your Partner in Financial Planning

We know that choosing the right advisor is about more than numbers—it’s about trust. Our team takes the time to listen, understand your needs, and provide clear financial advice that puts your best interests first. Whether you’re planning for a major purchase, saving for college, or creating retirement strategies for long-term security, our goal is to provide clarity and confidence.

Comprehensive Services We Offer

At White Sand Wealth, we provide a full range of financial planning and advisory services, including:

• Retirement Planning & Strategies – Build confidence with personalized plans that prepare you for every stage of retirement.

• Investment Management – Professional oversight to align your portfolio with your goals and risk tolerance.

• Tax Planning – Integrated strategies to maximize efficiency and reduce unnecessary tax burdens.

• Estate & Trust Planning – Helping you protect your wealth and leave a legacy.

• Social Security Planning – Guidance to ensure you receive the benefits you’ve earned.

• Holistic Financial Advice – A complete view of your financial life to support better decision-making.

Why Work With White Sand Wealth?

When you choose us as your financial advisor, you get:

• Personalized Plans – Every client has unique goals, and we build strategies tailored to yours.

• Retirement Expertise – From accumulation to distribution, our proven retirement strategies help you maximize income while managing risk.

• Independent Guidance – We work for you, not for Wall Street or large broker-dealers.

• Ongoing Support – Financial planning is not a one-time event—it’s a lifelong process, and we’re with you every step of the way.

Let’s Plan Your Future Together

If you’re searching for a trusted financial advisor in North Kansas City, MO, White Sand Wealth is here to help. Our experience, independence, and commitment to client-first planning mean you can move forward with confidence—whether you need guidance on investments, tax planning, or creating strong retirement strategies.

Contact us today to schedule a consultation and take the first step toward financial clarity and peace of mind.

Get to Know Our Experienced Team

At White Sand Wealth, we believe that financial planning should be personal, not one-size-fits-all. Our team of dedicated financial advisors brings years of expertise in investment management, retirement planning, and tax strategies. But more than that, we’re committed to understanding your unique goals and providing guidance tailored to your financial journey.

We take a hands-on approach, working closely with you to create strategies that align with your future aspirations. Whether you’re planning for retirement, growing your investments, or looking for comprehensive financial solutions, we’re here to support you every step of the way.

Joel Huet CFP®, CTFA, CISP

Karen Burris CTFA, CISP

Samantha Kopek CFP®

Kelly Kariker CFP®, RSSA®

A.J. Huet, MBA

Sam Huet, MBA

Jake Huet