Financial Advisor Serving Lee’s Summit, MO – Empowering You to Achieve Your Financial Goals
At White Sand Wealth, we know that financial planning goes beyond balancing numbers—it’s about creating a future you feel confident about. Our fee-only financial advisors proudly serve individuals and families in Lee’s Summit, MO, offering personalized strategies that align with your unique financial aspirations.
We put you first, crafting tailored solutions for retirement planning, investment management, and long-term financial stability. By taking the time to understand your goals, we build a clear, strategic roadmap to guide you through life’s financial decisions.
As a fee-only firm, our commitment is to you—no commissions, no sales pressure—just transparent advice focused on helping you succeed. Our mission is to provide you with the knowledge and tools to make sound financial choices and move toward a secure future.
Let’s build a plan designed around your goals. Contact us today to start your journey!
Give us a call at 816.429.6743
Why Partner with White Sand Wealth?
Personalized Financial Strategies for Your Life
Your financial goals are as unique as you are. At White Sand Wealth, we take the time to understand what matters most to you—whether it’s planning for retirement, growing your investments, or building lasting financial security. Every strategy we create is tailored to your individual needs.
Smart Investment Solutions
Successful investing goes beyond chasing returns. It’s about crafting a thoughtful portfolio that aligns with your goals and comfort level. We work with you to build an investment plan that balances risk and reward, helping you grow your wealth while staying prepared for life’s changes.
Clear, Unbiased Financial Advice
As a fee-only firm, we prioritize your financial well-being. That means no commissions, no hidden agendas—just transparent, objective advice designed to move you closer to your goals. Your success is our sole focus.
Secure Your Financial Future
Confidence in your financial future starts with a plan. With White Sand Wealth by your side, you’ll have the tools, knowledge, and support needed to take control of your finances and build a secure tomorrow.
Ready to start planning? Contact us today to explore how our personalized financial planning services can help you achieve your goals in Lee’s Summit, MO.
Meet Our Expert Financial Team
At White Sand Wealth, we know that financial planning goes beyond crunching numbers—it’s about building a future that reflects your goals and values. Our dedicated financial advisors bring years of experience in investment strategies, retirement planning, and tax solutions, helping you navigate life’s financial milestones with confidence.
We believe in a collaborative approach, working hand-in-hand with you to create a customized financial plan that suits your individual needs. Whether you’re planning for retirement, growing your investments, or seeking well-rounded financial advice, our team is committed to providing clear, strategic guidance every step of the way.
Partner with us to take control of your financial future with thoughtful, personalized advice.
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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