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

Meet our newest team member – Kelsey Rising

Did you know that one in five people changed careers during the COVID-19 pandemic?* I am one of them. I have a Bachelor of Science in Business Administration with an emphasis in Supply Chain Management. I spent the past 10 years of my career working for BP, analyzing supply markets and material costs, negotiating contracts, […]
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From the butcher to the lumber yard, things are getting more expensive, what does it mean?

Whether you are hosting a dinner party or building a new home, things are noticeably more expensive. Inflation is climbing higher – a significant departure from expectations earlier in the year. When we published our annual outlook, consensus expectations were for a modest rise in inflation from +1.4% to +1.7%, below the Federal Reserve’s +2.0% […]
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What the Pandemic Tells Us About Our Risk Tolerance

We take risks every day in life. This was never more apparent than during the pandemic. Even routine tasks like going to the grocery store became fraught with risk-return tradeoffs, such as deciding to go in the store or order for pickup. Perhaps you went from a routine of checking your portfolio monthly to looking […]
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