A complete list of active advisors currently associated with White Sand Wealth Management

Warmer can help you find a great advisor at White Sand Wealth Management or one who fits your needs even better.

White Sand Wealth Management is a five-advisor registered investment adviser managing about $172.4 million for roughly 188 clients. The firm serves individuals and high-net-worth clients as well as pension and profit-sharing plans and other businesses, providing discretionary investment management, project-based financial plans, and ongoing subscription planning services, with access to third‑party managers when appropriate. WSWM blends passive and active management and uses both fundamental and technical analysis to construct individualized portfolios aligned with clients’ objectives, tax considerations, and documented investment policy statements. The firm conducts periodic account reviews, delivers regular written reporting, and monitors outside managers’ holdings, strategies, and compliance as part of its oversight process. Notably, WSWM reports serving state or municipal government–type clients and pension plans, a client segment that is relatively uncommon for teams of this size, and the firm’s staff includes professionals with trust and retirement credentials (CTFA, CISP) and Social Security planning expertise. The advisors’ prior bank and trust‑division experience, combined with a mix of subscription, project, and hourly planning arrangements, differentiates how the firm structures services compared with many peers.

To learn more about the advisors currently working at White Sand Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.