Take the Stress Out of Financial Planning
When it comes to your financial advisor, the team at White Sand Wealth understands that it can often feel like a daunting task. That’s why we’re here to help you navigate the complexities and take the stress out of the process.
Serving Gladstone, MO, our experienced fee-only financial advisors work closely with you, offering expert guidance every step of the way. We take the time to understand your unique goals, priorities, and concerns, allowing us to develop a personalized and goal-oriented strategy tailored specifically to your needs.
Contact us today to start your secure financial future.
Give us a call at 816.429.6743
Why Choose White Sand Wealth?
Retirement Planning Made Simple
Planning for the future means more than just saving—it’s about ensuring stability, independence, and the ability to enjoy life to the fullest. With a solid financial planner in place, you can focus on pursuing your passions, spending quality time with loved ones, and embracing the opportunities that retirement brings, all without the stress of financial uncertainty.
Smart Investment Guidance
Whether you’re aiming for long-term growth, steady income, or a balanced mix of both, a tailored approach ensures your investments work toward your specific financial objectives.
The right strategy not only maximizes potential returns but also helps you navigate market volatility with confidence, ensuring your investments grow in a way that matches your unique needs.
Save and Spend Wisely
Whether you’re saving for a major purchase, building an emergency fund, or planning for retirement, smart financial planning tools can provide the guidance you need to make informed decisions. By breaking down complex tasks into manageable steps, they empower you to take control of your finances and build a more secure future.
Holistic Approach
Our services are designed to provide a holistic approach to meeting your needs by combining in-depth data gathering, thorough risk assessments, and personalized advice.
We provide tailored advice and strategies to create a comprehensive plan that aligns with your goals and sets you on the path to success. Each step is carefully crafted to deliver results that are both effective and sustainable.
Meet Our Expert Team
We believe in personalized care, which is why our team of seasoned financial advisors brings years of expertise across investment management, tax strategies, and retirement planning. Every advisor at White Sand Wealth is certified, experienced, and dedicated to helping you succeed.
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
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