White Sand Wealth Management
131 South Water Street, Liberty, MO 64068
About the Business
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
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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?"
People Also Viewed
-
Todd Nitsche - COUNTRY Financial Representative1528 NE 96th St Ste C, Liberty, MO 64068, United States
-
Liberty Tax112 Forrest Ave, Liberty, MO 64068, United States
-
Premier Network1201 Landmark Ave one, Liberty, MO 64068, United States
-
Joshua Fuller, Financial Planner | Prudential Advisors1170 W Kansas St Suite DD, Liberty, MO 64068, United States
-
Jason Luse - COUNTRY Financial Agent212 W Mill St, Liberty, MO 64068, United States
-
Protsman Insurance Agency dba Premier Network1201 Landmark Ave one, Liberty, MO 64068, United States
-
LTC Financial Partners1245 Mockingbird Ln, Liberty, MO 64068, United States
-
Spencer Financial Services Inc1135 W Kansas St, Liberty, MO 64068, United States
-
Open Road Wealth Management405 N Forest Ave, Liberty, MO 64068, United States
-
McCloud & Associates200 W Mill St, Liberty, MO 64068, United States
-
Thomann Financial Services Inc126 Westwoods Dr, Liberty, MO 64068, United States
-
Gary Eldridge - Thrivent6 Victory Ln Suite 8, Liberty, MO 64068, United States
-
Holloway Harman & Associates9 Westowne Dr, Liberty, MO 64068, United States
-
Financial Avenues, LLC8 Westowne Dr #801, Liberty, MO 64068, United States
-
Snider Talbot Financial Planning12 W Kansas St # D, Liberty, MO 64068, United States
-
Edward Jones1170 W Kansas St Ste G, Liberty, MO 64068, United States
-
The Fullinwider Firm, LLC105 Stewart Ct STE 240, Liberty, MO 64068, United States
-
New Lyfe Accounting118 N Conistor St, Liberty, MO 64068, United States
-
Hasenbank Accounting Services531 E Mill St, Liberty, MO 64068, United States
-
RC Jones and Associates1201 Landmark Ave Ste 5, Liberty, MO 64068, United States
-
Horowitz Tax & Accounting LLC1170 W Kansas St ste i, Liberty, MO 64068, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Tax Advisor
- Tax Consultant
- Audit & Consulting
- Education Savings Strategies
- Estate Planning Services
- Family Office Services
- Family Wealth Management
- Fee-Only Investment Advice
- Financial Independence
- Financial Security Solutions
- Financial Wellness Programs
- Generational Wealth Transfer
- Independent Financial Advisor
- Inheritance Management
- Investing For Secure Future
- Investing For Succession
- Investment Advisory Firm
- Investment Options Analysis
- Investment Portfolio Management
- Investment Risk Assessment
- Investment Strategy Development
- Long-Term Financial Goals
- Personalized Wealth Planning
- Retirement Income Planning
- Retirement Planning Services
- Succession Planning
- Tax Efficient Investing
- Wealth Creation Strategies
- Wealth Growth Strategies
- Wealth Management Company
- Wealth Preservation Techniques
- Wealth Transfer Planning
List of local businesses, places and services in Missouri
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos