Securing Your Future: Reclaiming Lost Retirement Benefits
Many Alaskans, like individuals across the nation, find themselves with unclaimed retirement benefits, often due to career transitions or simply losing track of older accounts. At Alaska Wealth Advisors, we recognize the importance of securing your financial future and are committed to guiding you through the process of reclaiming these valuable assets. The Significant […]
Unlock Your Full Financial Potential: Integrating Your Retirement Assets for Optimal Results
Are you maximizing the potential of your entire financial portfolio? For many, employer-sponsored retirement accounts like 401(k)s and 403(b)s represent a significant portion of their wealth. Historically, these assets have often remained siloed, managed separately from your overall financial plan. But what if you could integrate them seamlessly, ensuring they work harmoniously with your long-term […]
The Retirement Picture Has Just Changed for Many Alaskans
The retirement picture has just changed for many Alaskans; are you one of them? I am My husband, John, is a math teacher at Romig Middle School, but I met him when we were both young bankers. It wasn’t until after a 10-year career paying into the social security system that he decided to go […]
Steady Hands in Shifting Markets: Your 2025 Investment Outlook
Steady Hands in Shifting Markets: Your 2025 Investment Outlook We’re pleased to introduce Kirsten Halpin as the Director of Investments for Alaska Wealth Advisors. Kirsten joins us from her tenure at APCM, where she served as Director of Operations, and supported the Alaska Wealth Advisors team for many years. She is one of the most […]
Careers with Alaska Wealth Advisors
At Alaska Wealth Advisors, our clients come first—and that begins with building a team of diverse, driven individuals who embody an abundance mindset. Our dedication to fostering both personal and professional growth creates a collaborative and dynamic environment brimming with opportunities for success. From internships to senior leadership roles, we are steadfast in our commitment […]
Building a Legacy: The Evolution of Alaska Wealth Advisors
Building a Legacy: The Evolution of Alaska Wealth Advisors At Alaska Wealth Advisors, we have always been driven by a single mission: to provide exceptional service and financial expertise to our clients while fostering meaningful connections within our community. Today, we’re thrilled to share a milestone that underscores our commitment to this mission and ensures […]
Alaska Wealth Advisors: National Recognition, Local Dedication
At Alaska Wealth Advisors, we deliver financial guidance that reflects both expertise and deep personal commitment. This dedication has once again placed us in the national spotlight. We are delighted to share that Newsweek, in partnership with Plant-A Insights Group, has named us one of America’s Top Financial Advisory Firms for 2025. This recognition follows […]
A Wealth Management Journey: Growth, Guidance, and Gratitude
A Wealth Management Journey: Growth, Guidance, and Gratitude In the summer of 2023, I shared a vision for my future with a loved one that one day, I would become an investment analyst. Her response was both unexpected and encouraging. She paused, pulled out her phone, and began recording, asking me to repeat my words […]
Maximizing Your Retirement Savings in 2025
With the new year rapidly approaching, so is the opportunity for increased contribution limits. The SECURE 2.0 Act of 2022 has allowed the IRS to make cost-of-living adjustments to many retirement plans regarding maximum contributions and deductions as well as changes in applicable income brackets. The IRS has announced new limits for 2025 in addition […]
In the Community: Investing in Alaska’s Future, One Student at a Time
Alaska’s future prosperity depends on a skilled and motivated workforce. At Alaska Wealth Advisors, we’re committed to nurturing the next generation of leaders. That’s why we’re investing in our community through internships and scholarships. By providing hands-on experience and financial support, we’re empowering students to reach their full potential and contribute to Alaska’s economic growth. […]