Financial Review Meeting

Call us at 907-272-7575 to start the conversation, the first meeting is free. Our team of expert financial advisors has a deep understanding of Alaska corporate severance packages, including in the oil and gas industry after years of experience with transitions just like these. Let us create a custom financial plan for you that harnesses the opportunities and avoids the pitfalls before you make a life-altering decision.

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 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 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.



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

Headache and Headwinds

I saw a comment that other day that said, “This January has officially lasted longer than all other Januarys combined.”  I was struck by both the absurdity and the truth of the statement.  There’s been an extraordinary amount of local, national, and international news in the last 30 days with the potential to affect Alaska’s […]
Read More

Summer Internship Opportunity, May – August 2020

Alaska Permanent Capital Management was founded in 1992 by David Rose, a former Executive Director of the Permanent Fund. APCM is an independent investment manager and advisor. APCM’s current clientele is comprised of institutions in the public and private sectors as well as individuals under its private wealth division (APCM Wealth Management for Individuals) throughout […]
Read More

Market Noise and Investor Behavior

A new headline flashes across the bottom of the screen: “Stocks Fall and Bonds Rise on Trade Fears” and then mere hours later, “Stocks Rise and Bonds Fall on Trade Deal Progress.” It is natural for market participants to assign a specific reason for market reactions. But how do investors decide which information is relevant […]
Read More