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

Fall Internship Opportunity 2019

Firm APCM Wealth Management for Individuals 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 […]
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The Smoke Clears

I sat down to write this month’s blog and I realized ash and soot blown in from the Swan Lake Fire across Cook Inlet covered my desk. It’s been that kind of summer here in Alaska where, at times, it felt like the state was literally and figuratively on fire. I don’t know about you, […]
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The SECURE Act Pared Down: How This Bill May Impact Your Retirement

There’s a new bill in the pipeline, and there are some significant potential impacts to retirees and anyone planning for retirement. There are favorable and some not-so-favorable changes, but we are well-positioned to help with strategies to address any impacts if the bill becomes law. The Setting Every Community Up for Retirement Enhancement (SECURE) Act […]
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