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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

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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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

Lifetime Earnings

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

Savings Goals

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

Lease Payment

How much would your monthly lease payment be?

LTCI Cost of Waiting

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

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