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Contact Us

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Please feel free to contact us with any questions.

Core Values

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Learn more about Blum and White Wealth Management's core beliefs.

Charles Schwab Portal

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Follow this link to login and monitor your assets at Charles Schwab.

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Blum and White Wealth Management

We are an independent firm specializing in financial planning and asset management.  Our focus at Blum and White is to provide personalized financial advice by taking the time to understand each of our client's unique financial priorities and objectives.  We utilize a comprehensive financial planning process which allows us to provide customized recommendations that educate and empower our clients so they can feel confident about their financial situation today and in the future.   

We are proud to say that since 2003 we have achieved our growth almost exclusively through word of mouth, and we take a family approach to planning and taking care of our clients.  As fiduciaries we are obligated to put our clients interests first at all times.  We understand long term success is not achieved overnight, and we position ourselves as a partner that will be there to guide you as your planning needs evolve for years to come.

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We invite you to learn more by exploring our website.  Feel free to visit us often as our "Resources" section will be updated regularly.   

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Offers practical holiday shopping tips to save time and money.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Taking this quiz may help increase understanding of estate planning.

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How much will it cost to pay off a loan over its lifetime?

How much would your monthly lease payment be?

How much Disability Income Insurance do you need?

This calculator is designed to help you attach a dollar figure to your life’s work.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck