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... read full comment
March 2023
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!!
October 2022
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?
White Sand Wealth Management is a fee-only financial planning and wealth management group. Let our team of professionals join you in your dream of creating a secure and prosperous future. Your path to financial clarity and freedom is unique. That’s why we offer these six services — and more, depending on your needs and goals. Investing, Financial Planning, Trusts & Estates, Retirement Planning, Charitable Strategies, Tax Planning. Call today to start your road to financial security.
