Independent Financial Guidance You Can Trust

As experienced advisors, we operate with independence to ensure our recommendations are always in your best interest. Partnering with LPL Financial, one of the nation’s leading independent firms, gives us access to advanced resources and support while allowing us to maintain the personalized service you deserve.

Our Services

We provide a full spectrum of financial planning and advisory services to individuals, families, and business owners, including:

• Retirement Planning – Building strategies that help you retire with confidence.

• Investment Management – Professionally managed portfolios tailored to your risk tolerance and goals.

• Estate & Legacy Planning – Helping you protect your assets and leave a lasting legacy.

• Tax Planning Support – Coordinating with tax professionals to maximize efficiency.

• Comprehensive Wealth Management – Holistic financial advice that considers your full picture.

Whether you need help with registered investment accounts, tax-efficient strategies, or wealth preservation, our team is here to guide you.

Commitment to Transparency and Compliance

At White Sand Wealth, we hold ourselves to the highest fiduciary standards. As financial professionals, we work with a broker dealer relationship through LPL Financial to provide structure, accountability, and compliance for every client we serve. This ensures your financial plan is always aligned with both your goals and regulatory requirements.

Why Work With White Sand Wealth?

• Independence with Strength – Backed by the resources of LPL Financial.

• Fiduciary Duty – We always act in your best interests.

• Customized Planning – Every strategy is built around your unique needs.

• Trusted Partner – We strive to build lasting relationships built on confidence and clarity.

Start Your Financial Journey Today

If you’re searching for a trusted financial advisor in Excelsior Springs, MO, White Sand Wealth is here to help. Together, we’ll create a plan designed to meet your needs today and secure your goals for the future.

Contact us today to schedule a consultation and discover how our partnership with LPL Financial can benefit your financial future.

Meet Our Dedicated Team

At White Sand Wealth, we pride ourselves on offering personalized, hands-on financial guidance. Our team of experienced financial advisors specializes in areas like investment management, retirement planning, and tax strategies. Each advisor is not only highly skilled but also passionate about helping you reach your financial goals. We’re here to provide the expertise, care, and support you need to thrive financially.

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