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Our Firm

Finding Your Fit


There For You, Whenever You Need Us

At Whitehouse Wealth Management, we provide uniquely tailored financial advice, professional asset management, and results-oriented solutions. With diligence, discipline, and objectivity, we strive to position our clients to experience maximum enjoyment of their wealth, both now and in the future. We strive to organize and and simplify your financial life by delivering financial services of the highest quality.

Oftentimes, we see people constantly being let down by their expensive advisors, who only created an asset allocation strategy that the client could have built themselves, and then only tell the client to hold on in rough markets. Our firm takes action and tactically adapts along with you when your environment changes – instead of merely instructing you to persevere, we will help you solve the problem and come up with a plan to try and prevent it from happening again.

We understand that no single strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives by using the most efficient methods available


Influenced by Impactful Generosity

The house in our logo is based on the Wentworth-Gardner House in Portsmouth, New Hampshire. Major William Gardner was our founder’s distant grandfather, and he proudly served as George Washington’s Commissary in the American Revolutionary War. When the army eventually ran out of funds, Major Gardner used his own money to purchase food, clothes, and other goods for the troops. Like Major Gardner, Whitehouse Wealth Management’s primary focus is to offer compassion in crisis, and in the event of health events, death, or divorce, we will stand by your side and guide you through the next steps with comfort and care.

Please browse through the suggested content below to further educate yourself about financial strategies and contact us if you have any questions about how you can further your financial situation.

Suggested Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

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

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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