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 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 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

Through Ups and Downs, A Designation to Trust

2020 has been a volatile year for investments and a busy year for investment professionals, but in the midst of the pandemic, I sat for and passed the exam to become the most recent team member here to join the ranks of CFP® professionals. The CERTIFIED FINANCIAL PLANNER™ designation, held only by about 25% of […]
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Municipals – Not Your Grandparents Environment

The stress in the markets has left no rock unturned.  Pain in the equity and credit markets found its way to the municipal markets in March and April.  Generally, municipals are stoic investment vehicles that are bought and stashed away into retirement accounts, never to see a trading desk again.  These are instruments that historically […]
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Oil: A Confluence of Events

The world usually changes slowly and then there are moments when it changes in what seems like an instant. In the first seven trading days of 2020, the price per barrel of Alaska North Slope (ANS) crude averaged $68.86; a price which, if sustained over a year, would generate between $2.2 billion and $2.4 billion […]
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