Financial Review Meeting

Sudden changes in life circumstances can throw a wrench in your retirement plans, but they don’t have to! Our team of expert financial advisors have a deep understanding of Alaska corporate severance packages in the oil and gas industry after years of experience with layoffs just like these. Let us create a custom financial plan for you that harnesses the loopholes and avoids the pitfalls before you make a life-altering decision. Book a no-obligation financial review today! You may call us at 907-272-7575 or use the link below.

 

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

Dream, Girl – 3rd Annual Teen Empowerment Event

“We know the names of Bill Gates, Steve Jobs, and Mark Zuckerberg. But what about the female entrepreneurs? What’s their story? From brand new startups to million dollar industries, it’s time we stop telling girls they can be anything they want to be and show them what it means to be a leader.” Dream, Girl […]
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Risk – Run From It or Work With It

After more than 10 years of relatively low market volatility, bouts of volatility are increasing in frequency which can be uncomfortable. But it is important to remember that while risk is scary, it is also the main source of investment profit. APCM views risk as something that needs to be identified, quantified, and navigated based […]
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Planning for the Unplanned

One of the unplanned events that clients experience is the disability of children and young adults. We talk about long term care for disability later in life but what tools are there for children and young adults who are unexpectedly disabled? ABLE accounts (Achieving a Better Life Experience) were established in 2014 for people who […]
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