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We help you determine your retirement needs and create customized solutions to meet your retirement goals.  Optimization of Taxes– Net Unrealized Appreciation, Social Security, Medicare Monthly/Annual Income– Retirement Plan consolidation and strategies based on your income and retirement timeline goals. … Read More

Let’s build a portfolio tailored to your goals and values that is optimized for your individual circumstances.  Life Cycle Investment– We create income streams in alignment with your phase of life. Inheritance & Wind Falls– Have you inherited assets or … Read More

Tax Optimization– Goal focused tax planning to maximize deductions, minimize burdens, and bolster retirement utilizing strategies such as Roth Conversions, Estate Asset Placement, Tax-loss Harvesting, and Net Unrealized Appreciation.  Risk Management & Insurance– Identify and assess financial risks to your … Read More

Contact information Phone: 907-299-9888 Email: [email protected] Contact form

At Alaska Wealth Management (AWM), we are committed to providing top-tier financial planning and wealth management services. With over twenty years of experience in the financial industry, our firm is built on a foundation of trust, expertise, and dedication to … Read More

Wealth Management Investment Management Retirement Planning

Welcome to Alaska Wealth Management At Alaska Wealth Management, we are proud to be a trusted partner through all of life’s major events. Whether you are planning for retirement, managing an inheritance, funding your children’s education, or navigating significant life … Read More