Blue Sands Wealth
Wealth Advisor | Financial Advocate | Dedicated Community Leader
Serving Clients Nationwide
Wealth Advisor | Financial Advocate | Dedicated Community Leader
Primary Advisor Locations
Locations
📍 160 Second Street Suite 108 Ketchum, ID 83340
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
About Blue Sands Wealth
Blue Sands Wealth is a wealth advisory firm offering a range of services, advice, and investment solutions designed to support clients’ financial goals and interests.Our approach focuses on integrating advanced planning strategies for tax efficiency, wealth transfer, and philanthropy. Additionally, we offer management and coordination of clients’ professional services networks to help streamline financial decisions.
Vision Planning
We start with holistic financial planning to create your roadmap with a step-by-step process that supports achieving your long-term goals. Some of the questions we help address are:
▪️ How soon can you retire?
▪️ Are you on track in reaching your financial goals?
Risk Management
There is an inherent risk with investing. Understanding your personal risk tolerance is important with the overalll investment strategy to ensure your investments are aligned with your short and long-term objectives. Some questions to consider when navigating risk include:
▪️ Are there investments at a risk level you are comfortable with?
▪️ How much time do you have until you need to take income from your investments?
▪️ Are your loved ones protected in case something happens to you?
Wealth Transfer
Whatever stage you are in, we focus on creating wealth management plans that provide tools and strategies you need to plan for the future. Whether your priority is to spend with your family, start a business, retire comfortably, engage philanthropically or transfer wealth to your children, we strive to assist you in achieving your goals.
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Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Blue Sands Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Widow
- Women in Transition
- Women Professionals
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