Financial Advisor in Gladstone, MO
At White Sand Wealth, we understand that financial planning is about more than just numbers—it’s about building a future with clarity and confidence. As experienced registered investment advisors, we proudly serve individuals, families, and businesses in Gladstone, MO, with personalized financial strategies designed to align with your life goals.
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 an Independent Advisor?
Working with an independent financial advisor means you receive guidance free from outside pressure. Unlike some firms tied to large broker-dealers, our focus remains solely on your success. We also collaborate with Gladstone Wealth Partners to provide a broader perspective and access to industry-leading resources.
Our Commitment to Clients
We strive to provide objective, transparent financial planning for every stage of life. While we offer holistic financial advice, we want to be clear: we do not provide tax or legal advice. Instead, we coordinate with your tax professionals or attorneys to ensure every piece of your financial plan works together seamlessly.
Services We Provide
Our comprehensive services are designed to meet the needs of residents of the states we are registered in, including Missouri. Whether you are just starting or preparing for retirement, our services include:
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Retirement Planning – Building income strategies to support you in retirement.
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Investment Management – Professionally managed portfolios tailored to your risk tolerance and goals.
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Estate & Legacy Planning – Protecting and transferring wealth across generations.
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Tax Planning Support – Collaborating with tax experts for efficiency and savings.
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Holistic Financial Advice – Guidance that considers your entire financial picture.
Trust, Transparency, and Compliance
White Sand Wealth takes compliance seriously. As registered investment advisors, we adhere to strict fiduciary standards, always putting your best interests first. We are also a proud member FINRA SIPC, which underscores our commitment to transparency, accountability, and investor protection.
Partner With White Sand Wealth
If you are seeking a trusted financial advisor in Gladstone, MO, White Sand Wealth is here to help. With the strength of Gladstone Wealth Partners behind us and a dedication to independence, we provide the personalized guidance you need to make confident financial decisions.
Contact us today to schedule your consultation and learn how we can help you create a financial plan built around your future.
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
Ready to turn your financial vision into a reality?
Have Questions?
Call 816.429.6743
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