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.

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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.

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Financial Planning

Wealth Essentials Preview

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Wealth 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