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Core Values

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

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.   

Explains how future tax rules may impact deductibility of charitable donations.

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Describes financial burdens associated with end-of-life care and funerals.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Considering some important issues now could provide more options in the event of early retirement.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

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

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

Determine whether you should consider refinancing your mortgage.

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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