Wealth Planning

Sophisticated financial planning starts with understanding your interests and goals, and explicitly aligning your investment solutions to achieve those goals.

At Blue Sands Wealth, we examine your finances holistically to gain insight into how one financial decision could affect another. We believe this comprehensive approach is crucial to your financial well-being.

As comprehensive financial planners, our areas of experience include pensions (including annuities, income drawdown, and phased retirement), cash management, tax planning, insurance protection, investment strategies, and long-term care.