Simplifying Your Financial Future in Gladstone, MO
At White Sand Wealth, we believe that financial planning shouldn’t be overwhelming. As a fee-only financial planner serving Gladstone, MO, we’re committed to making the process approachable, clear, and aligned with your unique goals.
Our experienced team takes the time to understand what matters most to you—from retirement goals to investment priorities—so we can design a strategy that fits your life. With no commissions or product sales, our advice is unbiased and always focused on your best interests.
Let’s work together to create a financial plan that brings you clarity and peace of mind. Reach out today to get started.
Give us a call at 816.429.6743
Why Work with White Sand Wealth?
Personalized Retirement Planning in Gladstone, MO
Planning for retirement should be empowering, not overwhelming. At White Sand Wealth, our fee-only planners help you create a retirement strategy that supports your goals and lifestyle. Whether you envision travel, more time with family, or simply peace of mind, we help turn that vision into a plan.
Purpose-Driven Investment Strategies
Your investments should work for you, not the other way around. We’ll help you build a portfolio that aligns with your personal risk tolerance, long-term goals, and life stage. With a disciplined, objective approach, we guide you through market changes while keeping your financial future on track.
Smart Financial Habits for Long-Term Success
We believe in empowering clients to make confident, informed decisions—whether you’re setting aside funds for the unexpected, a major life event, or future goals. Our planning process breaks down the complex into clear, actionable steps that build toward lasting financial health.
A Full Picture Approach to Financial Planning
Financial success isn’t one-size-fits-all. That’s why we take the time to get to know you—your values, lifestyle, and ambitions. Through comprehensive data analysis and thoughtful strategy, we deliver a plan that’s built around your real-life needs.
Get to Know the White Sand Wealth Team
At White Sand Wealth, we believe successful financial planning starts with a trusted relationship. Our advisors bring years of experience in retirement planning, investment strategies, and tax-efficient financial guidance—all delivered with a personal touch.
What sets us apart is our commitment to understanding what truly matters to you. We don’t believe in generic solutions. Instead, we collaborate with you to craft a strategy that supports your specific goals and helps you feel confident about the path ahead.
Whether you’re just beginning your financial journey or refining an existing plan, our dedicated team is here to guide you with clarity, care, and insight.
Let’s build your future—together.
Joel Huet CFP®, CTFA, CISP
FOUNDER
Karen Burris CTFA, CISP
SENIOR FINANCIAL ADVISOR
Samantha Kopek CFP®
SENIOR FINANCIAL ADVISOR
Kelly Kariker CFP®, RSSA®
SENIOR FINANCIAL ADVISOR
A.J. Huet, MBA
FINANCIAL ADVISOR
Sam Huet, MBA
FINANCIAL ADVISOR
Jake Huet
FINANCIAL ADVISOR
Ready to turn your financial vision into a reality?
Have Questions?
Call 816.429.6743
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