Why Choose White Sand Wealth?

Retirement Planning Without the Worry
Retirement should be a time to enjoy life, not stress over finances. At White Sand Wealth, we focus on crafting retirement plans that provide the stability and freedom you need to embrace your passions. Whether it’s traveling, spending quality time with loved ones, or pursuing hobbies, our goal is to ensure your financial future supports the lifestyle you envision.

Investment Strategies Made for You
Your financial goals are unique, and so are our solutions. Whether you’re looking to grow your investments, generate steady income, or achieve a balanced portfolio, we design strategies tailored to your objectives. Our approach helps you confidently navigate market changes while staying on track toward long-term success.

Smart Money Management
Financial clarity comes from understanding how to save and spend effectively. We guide you through practical steps for achieving your goals, whether it’s buying your dream home, preparing for retirement, or creating a financial safety net. With our support, you’ll have the tools to make confident, informed decisions.

Comprehensive and Personalized Support
At White Sand Wealth, we go beyond cookie-cutter solutions. By getting to know your individual needs and priorities, we provide personalized financial advice that aligns with your life. From in-depth risk assessments to clear, actionable plans, we’re here to help you achieve results that are both meaningful and sustainable.

Start Your Journey to Financial Peace
With White Sand Wealth, you’ll have a partner dedicated to simplifying your financial journey. Let’s create a plan that empowers you to live the life you’ve always imagined.

Get to Know Our Team of Financial Experts

At White Sand Wealth, we prioritize building strong, personal relationships with our clients. Our team of financial advisors brings years of experience in areas like investment management, retirement planning, and tax strategies. Each advisor is not only highly qualified but also genuinely passionate about helping you reach your financial goals. With a commitment to personalized care and a client-first approach, we’re here to guide 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

Let’s make your financial vision a reality—starting today.