White Sand Wealth Management
Hours
Chamber Rating
-
Rob Mckee
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!!
Feb 26th, 2023 -
Alex Spellman
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!
Feb 10th, 2023 -
Joseph Semet
Jan 16th, 2023 -
Susie Blair
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?
Oct 20th, 2022 -
Susan Noeller
Joel has been handling my familys 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 Sands 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 thats what the stock market does, stay on board, it cant 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!
Oct 30th, 2022
About
White Sand Wealth Management
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.
Contact Info
- (816) 853-0611
Services
- Financial Planner
- Professional Services
Specialities
- Financial Planner
- Professional Services
Questions & Answers
Q What is the phone number for White Sand Wealth Management?
A The phone number for White Sand Wealth Management is: (816) 853-0611.
Q Where is White Sand Wealth Management located?
A White Sand Wealth Management is located at 131 S Water St., Liberty, MO 64068
Q What days are White Sand Wealth Management open?
A White Sand Wealth Management is 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
Q How is White Sand Wealth Management rated?
A White Sand Wealth Management has a 4.4 Star Rating from 7 reviewers.
Hours
Ratings and Reviews
White Sand Wealth Management
Overall Rating
Overall Rating
( 7 Reviews )Rob Mckee on Google
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!!
Alex Spellman on Google
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!
Joseph Semet on Google
Susie Blair on Google
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?
Susan Noeller on Google
Joel has been handling my familys 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 Sands 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 thats what the stock market does, stay on board, it cant 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!
Overall Rating
Overall Rating
( 7 Reviews )Write a Review
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