Financial Review Meeting

Click Request a Meeting to schedule an introductory virtual meeting. If you would like to schedule with a specific advisor, please call us at 907-272-7575. You can rely on our team of financial advisors to create a custom financial plan and provide dynamic investment management that harnesses opportunities presented today while mitigating risks to keep your retirement goals on track.

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.

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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.

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

To Sell or Not to Sell Collectibles

As we watch the pandemic unfold and move into the new normal, we can look back to being locked down in our homes. Even at AWMI, we were working from home and finding extra projects to occupy our time. Much like all of you, I found it a good time to get organized. I cleaned […]
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Midsummer Mezes

Here we are at midsummer (although many days have felt more like spring or fall) and there are simply too many interesting economic topics to write about. So, I’m doing the Jonathan equivalent of a “clip show” which means I’m going to hit on a couple of topics from present and past in the hopes […]
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Will the Fed ‘Get It Right’?

At the start of 2021, APCM’s fixed income team identified several possible risks to the recovery of the economy. One of these was whether the Fed would ‘get it right’ about starting the process and timeline of raising interest rates. The Federal Reserve has a dual mandate: promote maximum employment and maintain stable prices for […]
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