We can help take some of the mystery out of preparing for your financial future.Learn More
Guidance that can help you understand and better define your financial goals.Learn More
Socially Responsible Investments
Integrating your values into investment analysis and decision making for return and social good.Learn More
Understanding Today's Financial Environment
Welcome, I am Alex Whitehouse, President & CEO of Whitehouse Wealth Management in Vancouver, Washington. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
We have years of experience in financial services and can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Here are five facts about Social Security that are important to keep in mind.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Good employee health can be great for the company’s bottom line.
Try these activities to keep your brain sharp.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know these three personal finance sayings?
There’s an alarming difference between perception and reality for current and future retirees.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, cracking the code on bonds.