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Alaska Wealth Advisors

  • 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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EXPLORE OUR SERVICES
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Alaska Wealth Advisors has provided me with sound, well-researched, personalized investment plans. The advisors helped me navigate a most difficult transition in my life with the death of my husband. They have brought me peace- of-mind in knowing that I have a team willing to discuss all the financial issues that I will face in the future.
I have been with Alaska Wealth Advisors for over 10 years and the first thing that comes to my mind is trust. Cathie and her team not only restored my financial hopes but have guided me in the direction to make sound financial decisions. Now I am happily looking forward to retirement, and I am so grateful for their guidance throughout the years.
— Shelly W.
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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.

MEET OUR TEAM
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®

Associate 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
Katelynn Toth

Katelynn Toth, CFP®

Associate Financial Advisor
Vlad Finko

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.

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Derek Stone

Find Your Missing Money

At Alaska Wealth Advisors, we’re committed to going the extra mile for our clients. Whether it’s devising innovative savings strategies, optimizing investment allocations, or assisting

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Derek Stone December 4, 2023
Meghan Carson, CPA, CFP®

Season of Giving and Gifting

From helping a child with a down payment on their first home, to jumpstarting family member’s 529 plan, to implementing estate planning strategies – the

Read More »
Meghan Carson, CPA, CFP® November 13, 2023
Derek Stone

Find Your Missing Money

At Alaska Wealth Advisors, we’re committed to going the extra mile for our clients. Whether it’s devising innovative savings strategies, optimizing investment allocations, or assisting

Read More »
Derek Stone December 4, 2023
Meghan Carson, CPA, CFP®

Season of Giving and Gifting

From helping a child with a down payment on their first home, to jumpstarting family member’s 529 plan, to implementing estate planning strategies – the

Read More »
Meghan Carson, CPA, CFP® November 13, 2023

Start making informed financial decisions – partner with a knowledgeable financial advisor.

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Alaska Wealth Advisors

3800 Centerpoint Drive, Suite 910
Anchorage, Alaska 99503

Phone: 907-272-7575
Email: info@akwealthadvisors.com

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Alaska Wealth Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors’ investment advisory services can be found in its Form ADV Part 2, which is available upon request. The statements above were made by current clients. They were not compensated. Their description of experience with the Firm’s financial services may not be a representative sample of every client’s experience with the firm.

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