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We’re excited to extend an invitation to you for our upcoming events! At Bulman Wealth Group, we’re committed to building lasting relationships and providing valuable experiences. Whether you’re just getting to know us or exploring new financial strategies, these events are designed to connect us and enrich your financial understanding. We look forward to welcoming you and sharing these memorable occasions!

Upcoming Events

Open House for Roseville HQ Office

20 years of excellence, now in a space designed for the future.

We’re opening the doors to the new home of Bulman Wealth Group, and you’re invited to experience the “BWG difference” firsthand. Join us for an evening of intentional luxury, featuring live artistry by Taro of Mikuni, elegant piano melodies, and a first look at our new Roseville headquarters.

Come see how we’ve spent two decades redefining the wealth management experience.

Date: Friday, March 20, 2026
Time: 5:00 pm – 8:00 pm
Location: Bulman Wealth Group Headquarters
- 3300 Douglas Blvd., #200, Roseville, CA 95661
RSVP By March 9th

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Opinions expressed herein are solely those of Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Bulman Wealth Group an SEC Registered Investment Advisor. Insurance products and services offered through BWG Insurance Agency. CA Insurance License #0M46922. Being registered as an investment adviser does not imply a certain level of skill or training.

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Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor™ Pros. SmartVestor™ Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor™ Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investment or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor™ Pros and makes no claim or promise of any result or success of retaining a SmartVestor™ Pro. Your use of SmartVestor™, including the decision to retain the services of any SmartVestor™ Pro, is at your sole discretion and risk. Any services rendered by SmartVestor™ Pros you contact are solely that of SmartVestor™ Pro. Bulman Wealth Group (‘BWG’) does not endorse and is not associated with Dave Ramsey or the SmartVestor™ program. Fees are paid to Ramsey Solutions for the ability to use the SmartVestor™ advertising service. BWG does not compensate and is not compensated for client referrals. BWG has entered into an advertising agreement with The Lampo Group, LLC d/b/a Ramsey Solutions™ (“RS” or “SmartVestor™”). BWG pays a flat fee for advertising through RS, both online and locally.

Chris Bulman and Scott Vlahon (“pros”) as Pros are licensed to use certain approved SmartVestor™ marks in business advertising. This advertising service may result in the introduction to or acquisition of clients. RS does not warrant any services of BWG or any SmartVestor™ Pro and makes no claim or promise of any result or success by retaining BWG. Use of SmartVestor™, including the decision to retain the services of BWG, is at the investor’s sole discretion and risk.

BWG receives client referrals from the SmartAsset Advisors, LLC (“SmartAsset”) lead generation platform. SmartAsset is an SEC registered investment advisor independent of and unaffiliated with BWG. BWG compensates SmartAsset for matched leads on a per lead basis. The fee ranges from $100.00 to $645.00 per matched lead based on the prospective client’s asset value and is paid completely by BWG from the management fees earned and are not increased or passed through to the referred client in any way. SmartAsset is not an investment client of BWG. SmartAsset has an economic incentive to recommend BWG, thereby resulting in a material conflict of interest.

In no event will any referral or endorsement services provided to BWG include providing investment advisory services to referred clients. The compensation paid by BWG for these services is paid completely by BWG from the management fees earned, which are not increased or passed through to the referred client in any way as a result of a third-party involvement in the introduction.