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. 

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

Pursuing the Holy Grail of Economic Development

The travel bug bit me in November 1989 when I participated in a cultural exchange with the students from the former Soviet Union. I don’t know exactly when the bug bit me, but it was somewhere between stepping on board the Finnair DC-10 at JFK, that imposing Soviet border guard telling me he liked my […]
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Tax Reform Bill Unplugged with Mary Jo Pruszenski, CPA

We are pleased to have Mary Jo Pruszenski, CPA, as our guest author this week. We reached out to Mary Jo for a summary of the Tax Cuts and Job Act, TCJA, that was signed into law at the end of 2017. While there were very few changes in TCJA impacting investments, many of the […]
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Fond Farewell to Kailie

As we dive into the new year, we recognize that change is inevitable. At the end of 2017, one of our team members at APCM Wealth Management for Individuals (AWMI) moved on to new opportunities. We are sad to lose Kailie Abascal from our team, and we respect her desire to pursue opportunities closer to […]
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