Your Goals and Dreams - Our Guidance
"At Blum Wealth Management Group, we believe that wealth isn’t about luck or overnight success; it’s the result of a plan designed to allow you to accumulate wealth day after day, year after year... In our opinion, this can be the difference between being set for now, and being set for life."
Planning For Your Vision of the Future
With over 20 years of experience our multigenerational team works with you to create customized planning and investment strategies to help you and your family maintain the type of lifestyle to which you have become accustomed and to help you reach the goals you have for your future. Learn More
Custom Portfolio Management
We employ our custom core/satellite and bond laddering portfolio construction strategies to help create personalized risk managed, tax-efficient portfolios to help build, grow, manage and protect your wealth, so you can enjoy your retirement. Learn More
Collaborative Dialogue
You have direct access to our team as we work together to build your plan, answer any questions and review your progress towards reaching your goals. Learn More
Ongoing White Glove Client Service
Successful planning is a lifetime process and we are with you every step of the way to review your plan and keep up to date on your changing life goals, milestones and financial priorities. This personalized approach provides you with specific insights and strategies to address your unique financial issues and opportunities. Learn More
Independent money management is not appropriate for all investors. Wells Fargo Advisors is not a legal tax advisor.
Professional Designations
CERTIFIED FINANCIAL PLANNERTM | CFP®
The CFP® certification process, administered by CFP® Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals must pass the comprehensive CFP® Certification Examination, agree to abide by CFP® Board's Code of Ethics and Professional Responsibility which puts clients' interests first and abide by the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the planning engagement. These are just some of the reasons why the CFP® certification is becoming increasingly recognized.
Private Investment Management (PIM) Portfolio Manager
Jeremy is a PIM Portfolio Manager. The Wells Fargo Advisors' Financial Advisor Directed PIM Program is designed for those Financial Advisors who are dedicated to the business of portfolio management while providing a personal and professional approach. To help ensure the applicant is properly qualified to be a portfolio manager within a discretionary, open-architecture platform, the criteria for entry into the PIM program are more stringent than most other programs.
*The PIM program is not designated for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Wells Fargo Advisors Premier Advisor
Jeremy has been a member of the firm’s Premier Advisor Program every year since joining Wells Fargo Advisors in 2011. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Five Star Wealth Manager Award
Jeremy has earned the Five Star Wealth Manager Award for Orange County, CA in 2015, 2016, 2017, 2018, 2019, 2020 as published in Orange Coast Magazine.**
**Five Star winners do not pay to win or to be considered for the award. Professionals showing up in Featured Results, however, may have paid a fee to appear there.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,320 Orange County area wealth managers were considered for the award; 152 (7 percent of candidates) were named 2020 Five Star Wealth Managers. 2019: 2,469 considered, 187 winners; 2018: 2,423 considered, 144 winners; 2017: 1,790 considered, 280 winners; 2016: 1,383 considered, 312 winners; 2015: 2010 considered, 351 winners; 2014: 3,489 considered, 302 winners; 2013: 2,293 considered, 415 winners.