Angus Blackwood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WhiteSpace Financial in LA HONDA, CA and the surrounding communities.
WhiteSpace Financial, LLC is a boutique investment management and wealth advisory firm. Our clients are typically business principals and their families and most are located throughout Northern California, predominantly in
The name WhiteSpace refers to the creative energy released and the insight obtained when focus changes away from the subject and onto the negative spaces — what we call the white space. The artist painting a flower might shift focus to the space between the petals and pistil. The musician spaces the notes, using sound and silence in a way that can never be exactly repeated or duplicated. Each painting, each performance, every work of art is unique — and so is the life of each of our clients.
Our focus at WhiteSpace Financial is the white space around our clients. Traditional investment firms and banks focus on the financial products — how they’re designed, priced, and delivered. Better firms focus on the client — their demographics, goals, and resources. Walls, windows, and doors may form a house, but it’s the space in between that makes it a home. WhiteSpace Financial seeks a more intimate, customized understanding of you, our client. Your unique footprint in the WhiteSpace is how markets, money, wealth, business, and family surround you. Welcome to our WhiteSpace.
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There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
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If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
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Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
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Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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