Blue Sands Wealth
Irvine, United States (US) · Finance and Banking
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Blue Sands Wealth is a wealth advisory firm based in Irvine, California, dedicated to providing comprehensive financial planning and investment management services.We help clients organize their entire financial picture – investments, cash flow, real estate, taxes, and estate plans – into a cohesive strategy, rather than managing it in disconnected silos.What sets Blue Sands Wealth apart is our personalized approach, combining investment portfolio management with strategic financial planning, tailored to each client’s unique goals and life stage.
Overview
We help clients organize their entire financial picture – investments, cash flow, real estate, taxes, and estate plans – into a cohesive strategy, rather than managing it in disconnected silos.
What sets Blue Sands Wealth apart is our personalized approach, combining investment portfolio management with strategic financial planning, tailored to each client’s unique goals and life stage. We specialize in guiding business owners through exit strategies and supporting widows in managing their independent wealth.
Founded in 2024, Blue Sands Wealth is led by Letitia Berbaum, a seasoned financial advisor with a passion for empowering clients to build secure and rewarding financial futures. Our team also includes George Berridge, a Senior Wealth Advisor with over 30 years of experience, and Savanna Westmoreland, a Client Service Associate dedicated to exceptional client support.
Contact Details
Irvine, United States (US), 100 Spectrum Center Dr
+1
Founded
2024
Company Type
Private Limited Company
Employees
2-10
Categories
Services
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