Why Work with White Sand Wealth in North Kansas City, MO?

Clear, Confident Retirement Planning

At White Sand Wealth, we help North Kansas City residents prepare for the future with strategies that support their long-term security and freedom. Retirement planning shouldn’t feel like guesswork—it should feel like progress. With the right guidance, you can focus on enjoying life while your finances work in your favor.

Personalized Investment Strategy

Every investor has different goals, timelines, and comfort levels. That’s why we take a custom approach to building your portfolio. As fee-only financial planners, we provide objective advice, helping you grow and protect your wealth while staying aligned with your priorities.

Strategic Saving and Smart Spending

Whether it’s a future home, college fund, or emergency reserve, smart planning starts with clarity. We help you organize your finances with actionable steps that keep you on track and reduce uncertainty, giving you more control over your money.

A Comprehensive, Client-First Approach

At White Sand Wealth, we see the whole picture. Our approach combines data-driven analysis with personal insights so that every plan is grounded in both logic and what truly matters to you. No commissions, no products—just advice that puts your goals first.

Let’s build a future rooted in confidence and simplicity. Reach out today to start planning with purpose.

Meet Your Local Financial Planning Experts

At White Sand Wealth, we believe that effective financial planning starts with understanding what truly matters to you. Serving the North Kansas City community, our fee-only advisors focus on helping you align your financial decisions with your vision and goals, without pressure, sales pitches, or commissions.

Our experienced team offers clear, strategic advice across investment planning, retirement readiness, and tax-efficient strategies. We don’t believe in one-size-fits-all solutions—your financial plan is built around your unique lifestyle, responsibilities, and future aspirations.

We’re here to provide the clarity and guidance you need to make confident decisions at every stage of life. Let us help you build a resilient financial foundation—reach out today to get started.

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