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 serves individual clients, including high-net-worth households, and offers investment management alongside project-based and ongoing financial planning. The firm also accepts institutional relationships such as pension and profit-sharing plans and corporate clients, and it may use third‑party managers to implement client-specific strategies. WSWM develops individualized investment policy statements and manages discretionary portfolios using a combination of passive (index funds and ETFs) and active approaches informed by fundamental and technical analysis. Accounts are typically custodied at Charles Schwab, reviewed at least quarterly, and the firm retains oversight when delegating day-to-day management to outside managers while operating under a stated fiduciary code of ethics. Notably, the firm identifies pension/profit-sharing plans among its client types and discusses municipal bonds in its investment program, reflecting experience with public‑sector or state/municipal government–related accounts — a client type that is uncommon among similar team firms. The four-advisor team includes professionals holding CFP, CTFA, CISP, and RSSA credentials and brings trust and bank wealth-management experience to serve about 188 clients with roughly $172 million in discretionary AUM.

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.