White Sands Wealth Management

Welcome to White Sands!

White Sands Wealth Management is a Sarasota-based financial services and investment management company dedicated to helping our clients define what success looks like and tailor a plan to help them pursue their goals.

We are an independent boutique where our advisors specialize in financial planning, investment allocation/management, insurance solutions.

Are you retirement ready?

Learn about the difference between bulls and bears—markets, that is!

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

When you work with the White Sands Wealth Management Team:

You Achieve Clarity

Live your life now, and when you think about the future, be confident you'll end up exactly where you want to be.

You feel empowered.

Know your financial strategy incorporates layers of hard evidence and is designed around your true needs and wants.

You gain a partner.

Work with a advisor who puts your interest first and gets to the core of your values and goals to collaborate as life happens.

Not having a plan can bring risk, frustration, and not meeting your financial goals. We believe you have worked too hard to get to where you are to not have a plan for your future.

Don’t leave your financial future to chance. Take control of your future.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Firm

As an independent firm, we are committed to offering professional and independent advice.

more about our firm

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

more about our services

Our Philosophy

We strive to build long-lasting relationships with our clients, offering education and guidance.

more about our approach

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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Live Your Highest Financial Life