Investment Management for Individuals 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. Start Here Investment Management We embrace our fiduciary duty and place our clients' interest first. CFP® Professionals With a team of Certified Financial Planner™ practitioners, we commit to give your wealth purpose. Transparent Fees Our fee schedule makes it easy to know what you pay. Commission-free, our clients' fees are our only source of revenue. Expert financial guidance gives our clients the freedom to live without anxiety, empowering them on a path to secure a financially confident future. BlogFinancial Planning VideosWealth Essentials Team In Your Corner Laura Bruce CFP®, ChFC® Cathie Straub, CFP®, CDFA® Dave Valdez, CWS®, ChFC® Marietta Hall, CFP® Meghan Carson, CPA, CFP® Connor Michael, CFP® Nic Cohen, CFP® Leah Levingston, CFP® Sadie Bjornsen Maubet Stan Moiseev Kelsey Rising Katelynn Toth Amber Frizzell, AIF® Mary Kate Herndon, FPQP™ Krista Dennison Cally Eberhardt Meet the Team