Why Choose White Sand Wealth in Lee’s Summit, MO?

At White Sand Wealth, we’re dedicated to helping you achieve your financial aspirations in Lee’s Summit, MO. Our fee-only approach means our advice is always aligned with your best interests, free from commissions or product sales. Here’s what sets us apart:

Retirement Planning That Reflects Your Lifestyle

At White Sand Wealth, we believe retirement planning should be as personal as the life you’ve built. For individuals and families in Lee’s Summit, we craft strategies that promote financial independence and support the lifestyle you envision, so you can embrace retirement with clarity and confidence.

Customized Investment Strategies for Your Goals

Your financial path is your own, and your investments should reflect that. We design diversified portfolios that match your goals, risk comfort level, and time horizon—whether you’re focused on long-term growth or generating steady income. Our strategies are built to adapt with you.

Practical Budgeting and Financial Management

Financial clarity starts with smart planning. Whether you’re saving for a milestone, building a buffer for peace of mind, or optimizing your spending, we provide insights and tools to help you stay in control, one step at a time.

Holistic Planning, Unbiased Advice

We take a full-picture approach to financial planning. From identifying risks to aligning your strategy with long-term goals, we deliver personalized guidance without sales pressure. As a fee-only firm, our advice is always in your best interest—transparent, strategic, and client-centered.

Meet the Team Behind Your Financial Confidence in Lee’s Summit, MO

At White Sand Wealth, we believe effective financial planning is rooted in trust, understanding, and expertise. Our dedicated team of fee-only financial planners proudly serves the Lee’s Summit community with objective advice and long-term support tailored to your life’s priorities.

We go beyond spreadsheets and projections—our advisors focus on what truly matters to you. From retirement income strategies to tax-efficient planning and investment management, we help you connect the dots between your goals and financial decisions.

Every client receives personalized attention and a strategy designed to evolve with your needs. Whether you’re looking to build wealth, protect your future, or simply get organized, our team is here to walk with you every step of the way.

Let’s work together to create a plan you can rely on—for today and for years to come.

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