Letitia Berbaum

Wealth Management

True wealth management goes beyond providing investment advice—it takes a comprehensive look at all aspects of your financial life. We recognize that your needs may include financial and estate planning, investing, and wealth transfer. As your wealth manager, our role is to help you align your goals for retirement, family, travel, investments, cash flow, real estate, estate planning, and charitable giving in a cohesive plan.

At Blue Sands Wealth, we specialize in offering a full spectrum of financial services with a client-focused approach. Instead of one-size-fits-all solutions, we create personalized portfolio strategies designed to grow and protect your wealth. Our aim is to help you achieve true wealth, whatever that means to you—whether it’s finding purpose, giving back, leaving a legacy, or simply making the most of your time and living life fully.

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.

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