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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.

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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.

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

Newsletters

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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