A client called recently with excitement to alert us to his $1,000,000+ gaming winnings he was expecting to receive and the need to pull cash from his retirement assets to cover the fees he had to pay to collect. He had no Power of Attorney on file, but we did have a family member’s name […]
3800 Centerpoint Drive, Suite 910
Anchorage, Alaska 99503
Phone: 907-272-7575
Email: info@akwealthadvisors.com
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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