Broker Check

Who We Serve

Serving Those Who Need Us

Our services at Whitehouse Wealth Management are available to anyone who can benefit from having a solid, well-developed financial plan. While our doors are open to a wide variety of clients, we do specialize in developing specific financial planning strategies relating to certain professions. Our specializations include:

Educators and School Employees

in Washington and Oregon

Healthcare Professionals

such as those that are employed by PeaceHealth, Kaiser Permanente, Legacy Health, and the Vancouver Clinic

Tech Professionals

such as those that are employed by Microsoft, Meta, Google, and Amazon

Nonprofit Organizations

such as churches and community organizations

Small Business Owners

Regardless of your profession, your financial life will have its share of unexpected events, and we want to be there to guide you through those turbulent times. Our team will help you make informed, logical decisions about your finances instead of decisions based purely on emotions.

We strive to develop a professional relationship with you over time that allows us to better understand your financial needs and goals. Our team does not simply want an opportunity to work with you – we want to be your partner in every circumstance for many years to come. Please continue to explore our website and see if we can be a good fit for you and your aspirations.

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