Socially Responsible Investments
Integrating your values into investment analysis and decision making for return and social good.
Learn MoreUnderstanding 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.
Helpful Content
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
View all articles 
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.
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.
View all presentations
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.