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Our Team

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, Founder 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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Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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One of the most common questions people ask about Social Security is when they should start taking benefits.

 

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What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Determine your potential long-term care needs and how long your current assets might last.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

It Was the Best of Times, It Was the Worst of Times

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