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What We Can Offer You

One of the most prevalent concerns that our clients share is the worry that they may not have enough money to last them throughout their retirement. Additionally, clients usually have some anxieties about a large market downturn occurring right before their retirement or during the early stages of their retirement. Our team at Whitehouse Wealth Management can help you alleviate those fears and provide you with the peace of mind you need to relax and live comfortably in retirement, and our services reflect the commitment that we make to help you achieve that worry-free lifestyle. Our tactical, active strategy can help protect you in large downturns. Please examine the list of services that we offer below to determine which of them may be right for you.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Tactical Asset Management

Investment management is one of the most important and advantageous specialties that we can offer. We tactically manage your assets by using momentum-based strategies so that your risk is reduced. There are two types of momentum that we use: absolute momentum and relative momentum.

Absolute momentum compares the momentum of an asset, an asset class, or an entire market to its historical information. For example, it poses the question “Should I invest in stocks right now?”

Relative momentum compares or ranks different assets against one another based on trend strength. The momentum of each of your assets are ranked compared to the relative momentum of other assets. For example, it poses the question “Which assets should we choose to invest in?”

Holistic Financial Planning

While the numbers are certainly important aspects of planning for retirement, saving for college, or planning for your estate, we mainly focus on how they integrate into your life. For example, when you are making the choice of when to start accepting social security benefits, most calculators will show that the average person earns more over their lifetime if they wait until age 70 to start receiving their benefits. While that may be the best answer relative to financial planning, it may not be the best answer relative to your life. We can help you make decisions that balance both aspects of your financial plan.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (360) 524-7578