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  • Start Your Journey to Financial Success

    Take control of your financial future and make informed decisions with the help of a trusted financial advisor. Start your journey towards financial success today!

  • Secure Your Financial Well-Being

    Don't let uncertainty hold you back. Partner with a qualified financial advisor who will provide personalized solutions and guide you towards achieving your financial goals.

  • Get Personalized Financial Solutions

    Don't settle for generic advice or guesswork – connect with a skilled financial advisor who will provide you with personalized solutions and strategies tailored to your unique circumstances and aspirations.

Investment Management

We embrace our fiduciary duty and place our clients' interest first.

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CFP® Professionals

With a team of Certified Financial Planner™ practitioners, we commit to give your wealth purpose.

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Transparent Fees

Our fee schedule makes it easy to know what you pay.  Commission-free, our clients' fees are our only source of revenue.

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Expert financial guidance gives our clients the freedom to live without anxiety, empowering them on a path to secure a financially confident future.

Whether you’re planning for retirement, managing investments, saving for a child’s education, or simply seeking financial stability, Alaska Wealth Advisors can be your trusted partner. We have the knowledge, experience, and tools to help you navigate the ever-changing financial landscape and make informed decisions that align with your goals.

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Your Financial Partners

Meet our team of highly skilled and experienced financial professionals who are dedicated to helping you achieve your financial goals.

Laura Bruce

Laura Bruce CFP®, ChFC®

Director
Dave Valdez

Dave Valdez, CWS®, CLU®, ChFC®

Director of Enterprise Growth
Amber Frizzell

Amber Frizzell, AIF®

Director of Operations & Marketing
Marietta Hall

Marietta Hall, CFP®

Senior Advisor
Meghan Carson

Meghan Carson, CPA, CFP®

Senior Advisor
Connor Michael

Connor Michael, CFP®

Financial Advisor
Nic Cohen

Nic Cohen, CFP®

Financial Advisor
Leah Levingston

Leah Levingston, CFP®

Financial Advisor
Sadie Bjornsen Maubet

Sadie Bjornsen Maubet

Associate Financial Advisor
Stan Moiseev

Stan Moiseev

Associate Financial Advisor
Derek Stone

Derek Stone

Associate Financial Advisor

Nicole Squires

Associate Financial Advisor

Vlad Finko

Associate Financial Advisor
Mary Kate Herndon

Mary Kate Herndon, FPQP™

Operations Manager
Krista Dennison

Krista Dennison

Operations Specialist
Cally Eberhardt

Cally Eberhardt

Operations Specialist

Empowering Financial Knowledge

We aim to provide valuable information and actionable tips to help you make informed decisions and achieve financial success. Stay tuned for regular updates and empower yourself with the knowledge to secure a brighter financial future.

Dave Valdez, CWS®, ChFC®

T + 1 Settlement

As the days in Alaska are getting longer, trading settlement times are getting shorter. For as long as I can remember, the world of securities

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