White Sand Wealth Management
131 South Water Street, Liberty, Missouri, United States
About the White Sand Wealth Management
White Sand Wealth Management is a fee-only financial planning and wealth management group located at 131 South Water Street in Liberty, Missouri. Our team of professionals is dedicated to helping you achieve a secure and prosperous future for you and your loved ones. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth, we are here to turn your financial vision into a reality.
White Sand Wealth Management, LLC is a registered investment adviser offering advisory services in Missouri and other jurisdictions where exempted. Our presence on the internet should not be construed as a solicitation of investment advisory services unless permitted by statute. We provide personalized investment advice for compensation only after complying with jurisdiction requirements.
All content on our website is for informational purposes only. Any opinions expressed are those of White Sand Wealth Management. We believe in providing reliable information, but we recommend discussing all information or ideas with a financial advisor, accountant, or legal counsel before implementation.
Photos of White Sand Wealth Management
131 S Water St, Liberty, MO 64068, United States
Opening hours of White Sand Wealth Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of White Sand Wealth Management
"I have been with the White Sand Wealth Management team for a couple of years now. They have created a terrific environment with a mixture of professionalism and personal touch. Highly recommend. Five Stars!!"
"The White Sands team is informative, responsive, and deeply connected with their customers. Their professional yet casual style sets them apart. Joel and his team take extra care in understanding your family's goals so you can make the most informed decisions on your finances. I recommend White Sands to all of my family and friends!"
"I strongly recommend White Sand Wealth. Great service from an experienced and pleasant staff."
"Joel has been handling my family’s investments for many years. I begin my investment relationship with Joel after being introduced by by father. ,When Joel created, White Sand Wealth Management, I followed with my investments and am still connected deeply with Joel and his wonderful team members. It gives me peace of mind, knowing that my money is well taken care of, investments are not my forte, so I am fortunate to have him in my corner to take that responsibility off my shoulders. As the market always does, rises and falls, I am glad they take advantage of the upswings, always keeping me in the loop, letting me know what their thoughts are and what they advise. This has helped build my investments! Yes, the market is down now, but I am thankful Joel and the White Sand’s investment group lowered my risks before this all happened and my loss is by far less than it could have been. I keep telling myself that’s what the stock market does, stay on board, it can’t always go up, but when it does, it makes me happy to know they are there to take advantage of it and protect me on the dips!"
"I am confident my investments are wisely dispersed with the least amount of negative impact during this awful market. WSWM is comprised of highly knowledgeable financial advisors who monitor each client with a personal conviction and determination to ensure monetary success. What more can you ask for?"
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