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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

Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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More Newsletters

Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Lease Payment

How much would your monthly lease payment be?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators