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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.

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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

Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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