Our Wealth Management Firm
Proudly based in Anchorage, Alaska, we provide personalized financial planning advice, retirement planning services, transition planning guidance, and portfolio management. Our sound solutions and depth of experience allow you to focus on what matters most: your family, your business, and your personal goals. We strive to empower you with the knowledge you need to make wise, informed financial decisions and secure your financial well-being. If you’re ready to begin your journey to greater financial success and peace of mind, the Alaska Wealth Advisors team can help. Our experienced team of investment professionals have advanced degrees and professional designations that allow them to provide a high level of client service, including:
- Certified Financial Planner™ (CFP®)
- Certified Public Accountant (CPA)
- Certified Divorce Financial Analyst (CDFA®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Certified Wealth Strategist ® (CWS®)
- Financial Paraplanner Qualified Professional®(FPQP®)
- Accredited Investment Fiduciary® (AIF®)
Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.
— Albert Schweitzer, Nobel Prize-winning philosopher and physician
Our Investment Team
The Alaska Wealth Advisors team is a dynamic ensemble of dedicated professionals, each contributing their unique expertise and knowledge to ensure exceptional financial guidance and unwavering support for each client. Together, we offer experience you can trust, personalized solutions to guide you toward your goals, and a commitment to transparency. Take a moment to get to know us!