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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!
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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.
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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.
We embrace our fiduciary duty and place our clients' interest first.
With a team of Certified Financial Planner™ practitioners, we commit to give your wealth purpose.
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.
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.
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 CFP®, ChFC®
Director
Dave Valdez, CWS®, CLU®, ChFC®
Director of Enterprise Growth
Amber Frizzell, AIF®
Director of Operations & Marketing
Marietta Hall, CFP®
Senior Advisor
Meghan Carson, CPA, CFP®
Senior Advisor
Connor Michael, CFP®
Financial Advisor
Nic Cohen, CFP®
Financial Advisor
Leah Levingston, CFP®
Financial Advisor
Sadie Bjornsen Maubet
Associate Financial Advisor
Stan Moiseev
Associate Financial Advisor
Derek Stone
Associate Financial Advisor
Nicole Squires
Associate Financial Advisor
Mary Kate Herndon, FPQP™
Operations Manager
Krista Dennison
Operations Specialist
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.
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
Understanding Retirement Account Contribution Limits in 2024
Planning for retirement involves making strategic decisions about how to save and invest your money. Contributing to retirement accounts is a key aspect of this
Optimizing Employer Sponsored “After-Tax Contributions”
Not every employer sponsored 401(k) plan is created equal. Many larger employers plans allow “After-Tax Contributions”, inside their 401(k) plan. These “After-Tax Contributions” often are
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
Understanding Retirement Account Contribution Limits in 2024
Planning for retirement involves making strategic decisions about how to save and invest your money. Contributing to retirement accounts is a key aspect of this