Discovery Meeting

Sudden changes in life circumstances such as company-wide layoffs can throw a wrench in your retirement plans, but they don’t have to! Our team of expert financial advisors have a deep understanding of Alaska corporate severance packages in the oil and gas industry after years of experience with layoffs just like these. Let us create a custom financial plan for you that harnesses the loopholes and avoids the pitfalls before you make a life-altering decision. Book a no-obligation discovery meeting today!

 

Expert financial guidance gives our clients the freedom to live without anxiety, empowering them on a path to secure a financially confident future.

Meet Your Advisors

Based in Anchorage, Alaska we provide sound financial advice and portfolio management allowing you to focus on your business, family and personal goals with a sense of empowerment and well-being. Our investment team members have advanced degrees and professional designations, including:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Certified Divorce Financial Analyst® (CDFA®)
  • Chartered Financial Consultant® (ChFC®)
  • Registered Paraplanner® (RP®)

Fee Schedule

APCM Wealth Management for Individuals firmly believes that it only matters what you keep. Keeping expenses low so our clients' money can compound is a hallmark of our pricing. Fees are structured based on account balance.

Shot of a happy young couple using a laptop together at home

Investment Management

Investment Management clients benefit from the methodology and purchasing power of over $2 billion in assets under management. Individual clients are accessing the same technology and expertise that is applied to management of funds for state and local governments, Alaska Native Corporations, financial institutions, health care organizations, and the Alaska Permanent Fund Corporation.

Financial Planning

With our planning process, we guide you through the bewildering maze of data and information and how it relates to your short and long-term financial and life goals.
Financial Planning for Long Term Care Workbook (pdf)

Retirement

Retirement can be one of life's most exciting and challenging transitions. As your partner in financial success we like to explore what retirement means to you and together illustrate a plan to best fit your lifestyle vision.  We ensure you have key retirement questions answered.

Laurie-Ford

Divorce

The divorce process can be overwhelming as you deal with the financial implications of the divorce in addition to the emotional distress.  Our experience with divorce financial analysis helps to ensure a good, stable economic future and prevent long-term regret with financial decisions made during the divorce process.

Death of a Loved One

We bring financial expertise and strategic advice for your immediate needs to advanced planning. We advocate for you and with you on your timeline, without rushing you through any decisions. We are part of your transition team, working collaboratively with your CPA/Tax Advisor, Attorney, and Insurance Advisor. 

Blog Posts

Finding Inspiration in Life’s Arenas

September’s rains have brought with them a change in pace and mood. This summer’s fires, both literal and figurative, are no longer raging but are still live beneath the surface. As August turned to September BP announced that they were selling their Alaska assets to Hilcorp. These are two very different companies with two very […]
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Your all-weather portfolio

I noticed a headline the other day “The U.S. City Having the Most Extreme Summer Weather Might Not Be Where You Expected” and couldn’t resist clicking on it. Imagine my surprise when it happened to be Anchorage! As the article recapped the events of the summer (heat waves, thunderstorms, wildfires, etc.) it reminded me a […]
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You’ve been breached, now what?

The 2017 Equifax data breach brought to light how vulnerable consumers are to their personal information being compromised, which has caused consumers to lose faith in the entities that were supposed to keep personal information the most secure. Equifax is one of the three major credit reporting agencies that consumers rely on to provide lenders […]
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