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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.

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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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Explores how investment strategy changes once retirement begins.

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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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

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

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

How much Disability Income Insurance do you need?

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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