Personalized Financial Planning & Wealth Management for Your Financial Life
At White Sand Wealth, our team of experienced financial advisors in Kansas City, MO, helps individuals, families, and business owners build clarity, confidence, and long-term financial peace. We believe financial planning is about more than money—it’s about creating a personalized strategy that supports your financial life, your family, and your future.
We proudly serve Kansas City, Overland Park, and surrounding communities across Missouri and KS, offering fee-only guidance rooted in your best interest. Our mission is to help clients achieve their financial goals through thoughtful planning, disciplined investing, and trusted partnership.
Give us a call at 816.429.6743
Why Choose White Sand Wealth?
Clients choose White Sand Wealth because we offer:
- Experienced financial advisors and Certified Financial Planner™ expertise
- Comprehensive wealth management services
- Transparent fees and fiduciary standards
- A collaborative, education-focused planning process
- Deep roots in the Kansas City community
We measure success by the trust we build and the progress our clients achieve over time.
A Personalized Financial Plan Built Around You
No two people have the same priorities. That’s why we create a personalized financial plan designed around your life, values, and long-term objectives. Our financial professionals take time to understand your goals, cash flow, risk tolerance, and future expectations before recommending strategies.
Our financial planning services address every aspect of your financial world, including:
- Goal-based planning and an actionable plan
- Cash flow and money management
- Education planning for children and families
- Tax planning strategies
- Insurance and risk management
- Long-term wealth management
This holistic approach ensures all parts of your plan work together—now and over time.
Investment Management Guided by Discipline & Strategy
Smart investing is not about reacting to headlines—it’s about making informed investment decisions supported by data, experience, and discipline. Our investment management philosophy is grounded in diversification, modern portfolio theory, and long-term thinking.
We help investors:
- Build portfolios aligned with risk tolerance and time horizon
- Navigate market volatility with confidence
- Allocate assets strategically across market conditions
- Review investment performance regularly
Our advisors help clients stay focused on long-term wealth rather than short-term market noise.
Retirement Plan Services for Long-Term Security
Our retirement plan services are designed to help you move confidently toward retirement and beyond. Whether retirement is years away or approaching soon, we help you create a plan that supports your lifestyle and financial independence.
Retirement planning may include:
- Income and distribution planning
- Asset and investment coordination
- Tax-efficient withdrawal strategies
- Ongoing reviews as life changes
We help Kansas City residents plan for retirement with clarity and confidence.
Fiduciary Advice That Acts in Your Best Interest
As a fee-only financial planning firm, we do not sell products, earn commissions, or receive incentives tied to securities or investments. Our advisors act solely in the client’s best interest, providing objective advice you can trust.
Our firm structure is designed for transparency:
- Clear fees
- No product sales
- No commission-based advice
This approach sets us apart from many firms that operate through banks, broker-dealers, or insurance sales models.
Serving a Wide Range of Clients & Financial Needs
We proudly serve:
- Families and individuals in Kansas City, MO
- Professionals and business owners
- Investors and high-net-worth individuals
- Clients seeking long-term partnership and clarity
Our team structure allows us to deliver personalized service while maintaining consistency, accountability, and expertise.
Get to Know the White Sand Wealth Team
At White Sand Wealth, we recognize that financial planning is deeply personal—it’s about building a future that reflects your dreams and goals. Our team of skilled financial advisors brings expertise in investment strategies, retirement planning, and tax optimization to help you navigate your financial journey with clarity and confidence.
We believe in collaboration, working side by side with you to design a financial plan tailored to your specific needs. Whether you’re planning for retirement, growing your wealth, or looking for all-encompassing financial advice, we are dedicated to guiding you every step of the way.
Let’s work together to create a solid financial foundation. Trust White Sand Wealth to provide the insight and strategies you need to secure your future.
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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