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Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

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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Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

My Retirement Savings

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

Long-Term-Care Needs

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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

All about how missing the best market days (or the worst!) might affect your portfolio.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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