Retirement Planning
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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

Investment Management  
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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

Wealth Management 
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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

About Us
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Thank you for your interest in Alaska Wealth Management. Our team has over seventeen years of experience in the financial industry. Here at AWM, we hold ourselves to the highest standard for our clients, achieving the Certified Financial Planner and … Read More

Services
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Wealth Management Investment Management Retirement Planning

Home
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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