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We can help take some of the mystery out of preparing for your financial future.

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Our Process

Guidance that can help you understand and better define your financial goals.

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Socially Responsible Investments

Integrating your values into investment analysis and decision making for return and social good.

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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.

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Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

A Cheat Sheet for Sending Your Kid to College

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Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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