Today, Whitehouse Wealth Management LLC serves families, professionals, and retirees across the region. While the tools and technology have evolved, the mission remains unchanged: help people make confident financial decisions and build a future they can feel good about.
Founder & President
Seth Whitehouse is the founder of Whitehouse Wealth Management, where he helps individuals and families build, preserve, and transfer wealth with confidence. His approach combines disciplined investment management with comprehensive financial planning, helping clients navigate retirement, tax-efficient investing, and legacy planning.
Seth believes successful wealth management goes beyond investment performance. He works to understand each client’s goals and provides thoughtful guidance designed to simplify financial decisions and keep clients focused on their long-term objectives. His commitment to personal relationships and responsive service allows clients to have direct access to the advice they need as their lives and financial goals evolve.
Outside the office, Seth enjoys spending time with his wife and young family, fishing, and the outdoors. He believes the purpose of financial planning is to help people spend more time doing what matters most with the people they care about. That philosophy is at the heart of every client relationship he builds.
Administrative Assistant
Kimberly Wadsworth brings more than 18 years of experience in executive support, client service, and business operations to Whitehouse Wealth Management and Whitehouse Retirement Solutions. As a licensed Utah Life & Health and Property & Casualty insurance professional, she understands the importance of protecting and managing what clients have worked hard to build.
Kimberly is committed to providing exceptional service, clear communication, and dependable support throughout the client experience. She works closely with clients and the advisory team to help ensure their financial, retirement, and insurance needs are handled with care and attention.
President
GRADIENT INVESTMENTS, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
SENIOR PORTFOLIO MANAGER
GRADIENT INVESTMENTS, LLC
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
Senior Portfolio Manager
GRADIENT INVESTMENTS, LLC
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by an investment advisor representative of Gradient Advisors, LLC (GA). This investment advisor representative refers clients to GI for portfolio management services. GI does not pay separate compensation to GA in relation to its endorsement or any promotional services. However, GA receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. GA also shares in the revenue of GI via quarterly payments based on the amount of total assets GA places with GI. This endorsement incentivizes GA in increasing the assets placed with GI, and therefore the compensation received by GA. GA’s investment advisor representatives are not affiliated with or supervised by GI. An additional conflict of interest exists because GA and GI are under common ownership. While these conflicts of interest exist, investment advisor representatives of GA are subject to fiduciary duty and must act in the best interests of their clients. These investment advisor representatives and their clients are not required to use GI, and may select other investment managers.