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Contact Us

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Please feel free to contact us with any questions.

Contact Us

Core Values

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

Learn More

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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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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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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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Keeping Cool in Volatile Markets

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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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