A Wealth Management Journey: Growth, Guidance, and Gratitude
A Wealth Management Journey: Growth, Guidance, and Gratitude In the summer of 2023, I shared a vision for my future with a loved one that one day, I would become an investment analyst. Her response was both unexpected and encouraging. She paused, pulled out her phone, and began recording, asking me to repeat my words […]
In the Community: Investing in Alaska’s Future, One Student at a Time
Alaska’s future prosperity depends on a skilled and motivated workforce. At Alaska Wealth Advisors, we’re committed to nurturing the next generation of leaders. That’s why we’re investing in our community through internships and scholarships. By providing hands-on experience and financial support, we’re empowering students to reach their full potential and contribute to Alaska’s economic growth. […]
Introducing Alaska End-of-Life Alliance
Welcome guest author Rachel Bernhardt. Rachel is a cofounder and board member of the Alaska End-of-Life Alliance. After a decade of working as a tissue donation coordinator, Rachel dedicated her professional life to empowering Alaskans to receive the care they want at the end of life and after death. Introducing Alaska End-of-Life Alliance Death is […]
Financial Planning Tips for Young Professionals
Financial Planning Tips for Young Professionals As a finance student in my senior year at the University of Alaska Anchorage, I’ve had the unique experience of creating a small media business and making strategic investments in digital currency to help fund my college education. My goal is to become an expert in the field of […]
Elevating Excellence: Connor Michael, CFP® Promoted to Senior Financial Advisor
We are thrilled to announce that Connor Michael has been promoted to Senior Financial Advisor. Since joining Alaska Wealth Advisors in 2018, Connor has consistently demonstrated his commitment to delivering outstanding service to our clients. His client-focused approach to financial planning is both comprehensive and strategic, helping clients seek to optimize their wealth accumulation and […]
Estate Planning 101: Why it Matters and How to Take Action
DISCLAIMER: this post is for informational and educational purposes only. This post should not be taken as legal advice or used as a substitute for the same. You should contact an attorney licensed to practice in your state for advice regarding any legal matter. Estate planning is a critical aspect of financial management that often […]
Transitioning with Ease: The Easy Button for Your Estate Liquidation
Estate planning is a crucial aspect of managing your wealth and ensuring a smooth transition of assets to your heirs or other benefactors. The process can be particularly complex, given the unique challenges and opportunities that come with significant estates. One critical component of estate planning is preparing for the potential liquidation of assets. At […]
Meet our new team member – Caitlin Gohr
I am excited to be joining Alaska Wealth Advisors as an Associate Financial Advisor. I found a passion for financial planning during college at Central Washington University. Central boasts one of the few bachelor’s programs that meets the educational requirements to sit for the Certified Financial Planning Board of Standards, Inc. accreditation examination. After years […]
Meet our summer intern – Quincy Donley
I am excited to be joining Alaska Wealth Advisors as a summer intern! I have a strong interest in pursuing a career in finance, and this internship is an excellent opportunity to gain experience in my hometown. I grew up here in Anchorage where skiing, running, biking, hiking and being active outside were all a […]
Guest Author, Chris Lauer – The New Corporate Transparency Act
Corporations. LLCs. Limited partnerships. Whatever the form, millions of Americans own interests in entities like these, and millions more exercise control over them as managers and directors. There are good reasons why so many people own and control entities like these: they can limit an owner’s personal liability, manage important assets without dispersing control among […]