Letitia Berbaum

Family Offices

In today’s dynamic market and world, maintaining a strong connection to strategy, protecting assets, and making adaptable decisions is increasingly important. At Blue Sands Wealth, we offer services designed to address the specific needs of each client.

With extensive experience in managing, safeguarding, and growing family wealth, we aim to support multi-generational families with:

Diversifying investments and managing risk
Assisting family members with financial and lifestyle needs
Providing guidance on family wealth and philanthropic efforts
Administering charitable trusts
Facilitating generational wealth transitions within the family

Our Services

Letitia Berbaum

About

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

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.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.