White Glove Experience.
At Wisteria Wealth, we prioritize integrity, trust, and confidence, while aiming to provide holistic planning with the highest level of care. As a fiduciary practice that values lasting relationships, we take the time to understand each client’s vision and goals. Based in Charlottesville and Roanoke, VA, we serve individuals, families, and small business owners across the country. Wisteria Wealth utilizes Goldman Sachs Custody Solutions as its custodian, providing a gateway to the institutional power of Goldman Sachs.
Our Pillars
Trusted Confidence
A foundation built on integrity, discretion, and lasting client relationships.
Curated Experience
A refined, personalized wealth experience crafted for those who want more than the ordinary.
Comprehensive Access
Focused on connecting clients with respected professionals, premier service, top-tier technology, and comprehensive investment solutions.
White Glove Service
Inspired by Ritz-Carlton-level care, every detail is aimed to be thoughtfully executed.
Modern & Cutting-Edge
Committed to blending timeless wealth strategies with modern tools and forward-looking solutions.
At Wisteria Wealth, The Experience is Everything.
While many firms promote holistic planning, open architecture, and fiduciary duty—all of which have become industry standards—we believe genuine differentiation comes from how clients feel at every touchpoint. From the very first interaction, through seamless onboarding, thoughtful reviews, ongoing communication, milestone celebrations, and exclusive curated events, every detail is intentionally designed to foster trust, care, and delight.
We emphasize the experience because we understand it builds loyalty, encourages referrals, and creates a legacy of excellence that no algorithm can match. In a world where products and platforms are becoming more commoditized, the human experience remains essential. At Wisteria Wealth, it’s our hallmark offering.
Significance of Purple
Wealth as a Construct of the Mind
Purple is a color that doesn’t exist on the visible light spectrum. It’s not a wavelength like red or blue. Rather, purple is a creation of the mind, a blend, an illusion the brain invents by mixing signals from red and blue receptors. It is not something you see, but something you perceive.
At Wisteria Wealth, we believe wealth is the same.
True wealth doesn’t simply exist in the world waiting to be claimed. It is imagined, created, and cultivated through insight, discipline, and vision. Just like purple, wealth is a product of the mind, a construct shaped by strategy, effort, and intentional design.
Our firm embraces the color purple not only for its long-standing association with royalty, luxury, and sophistication, but for what it truly represents: the ability to imagine, create, and elevate.
To grow and preserve wealth—especially generational wealth—requires clarity of thought, disciplined strategy, and forward-looking vision. It is not passive; it is intelligent design.
Purple reminds us that wealth is not a given; it’s earned, preserved, and magnified by those who know how to see beyond what’s visible.
Our Services
We provide comprehensive services that cover all aspects of clients’ financial lives, including retirement planning, business planning, estate planning, portfolio management, and risk management. We are dedicated to providing personalized solutions tailored to each client’s unique needs and goals.
Retirement Planning
Business Planning
Estate Planning
Investments
Portfolio Management
Risk Management
Office Location - Thomas Jefferson's Birthplace
Located within the Boar’s Head Resort, Wisteria Wealth is housed in a replica of the birthplace of Thomas Jefferson. The house was originally built by his father, Peter Jefferson, around 1737 at Shadwell, and was the family home until it burned in 1770. In 1959, architect Floyd Johnson and the Charlottesville firm R.E. Lee & Sons, Inc. recreated the house as it would have appeared during Peter Jefferson’s time, before relocating it to the Boar’s Head Inn complex.
Our Team
Brad Blum is the President and Founder of Wisteria Wealth, a boutique wealth management firm built on a foundation of innovation, entrepreneurship, and an unwavering commitment to delivering an exceptional client experience.
A graduate of the University of Virginia’s McIntire School of Commerce and holder of an MBA from UNC’s Kenan-Flagler School of Business, Brad combines a world-class education with nearly two decades of experience at leading financial institutions, including Smith Barney (now Morgan Stanley), Wells Fargo Advisors, UBS, and RBC Wealth Management.
Before founding Wisteria Wealth, Brad helped to found The Egg Factory, an innovation company that nurtured disruptive ideas and entrepreneurial ventures. This experience has shaped his unique ability to connect with business owners, executives, and visionaries–many of whom make up Wisteria Wealth’s clientele. His entrepreneurial mindset empowers him to craft custom, sophisticated wealth strategies designed to grow, protect and transition wealth with precision and care.
Brad’s leadership and client-first philosophy have earned industry recognition, including being ranked by Forbes as one of Virginia’s top wealth advisors for 2025. He also played a pivotal role in growing The Meridian Group at RBC into one of the Top 20 Wealth Management Teams in Virginia, as ranked by Forbes in 2025.
At Wisteria Wealth, Brad has drawn upon his entrepreneurial spirit and in-depth industry knowledge to create an independent platform designed for entrepreneurs, business owners, and affluent families seeking more than cookie-cutter solutions. His mission is to provide tailored strategies, white-glove service, and access to the best minds, best opportunities, and best experiences–empowering clients to create, preserve, and elevate their wealth across generations.
Brad and Sarah have been married for more than 25 years and have two daughters, Grace and Caroline.
Top Wealth Advisors Best-in-State (2025) VIRGINIA DATA PROVIDED BY SHOOK® RESEARCH, LLC. 2025 DATA AS OF 6/30/2024. 2024 DATA AS OF 6/30/23. SOURCE: FORBES.COM (APRIL,08 2025). See full disclosure.
Business Support
As investment professionals, Wisteria Wealth Strategies receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Custody Provider
Wisteria Wealth utilizes Goldman Sachs Custody Solutions as its custody provider. Goldman Sachs Custody Solutions offers clients of independent advisors access to institutional-grade solutions and custody services. We transform the client experience with an intuitive, digital-forward platform to enhance your advisor’s transparency. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the institutional power of Goldman Sachs.
Custody, clearing, and certain brokerage services are offered by Folio Investments, Inc., d/b/a Goldman Sachs Custody Solutions (“GSCS”), a registered broker-dealer and Member FINRA/MSRB/SIPC. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies. Additional brokerage services are provided by Goldman Sachs & Co. LLC (“GS&Co.”), which is an SEC-registered broker-dealer and investment adviser, and Member FINRA/MSRB/SIPC. The contents of this message shall not constitute an offer, solicitation, or advice to buy or sell securities.
GSCS, GS&Co., and their affiliates do not control, and are not responsible for, any information or other content provided on the Wisteria Wealth website, including any prospectuses, reports, summaries, or other data provided herein.
Get In Touch
If you have any questions or would like more information, please feel free to reach out. The office can be reached by phone Monday through Friday from 8:30 a.m. to 4:30 p.m. ET, or by email at your convenience.
Contact:
(O) 540.819.1745
(E) brad@wisteriawealth.com