Alaska Wealth Advisors of Anchorage

Alaska Wealth Advisors of Anchorage is a Financial Planner in Anchorage, AK, located at 3800 Centerpoint Dr Suite 910. The firm provides personalized financial planning advice, retirement planning services, transition planning guidance, and portfolio management for business and personal goals. The team offers wealth management solutions designed to help clients secure their financial well-being. It holds a rating of 5.00 based on 1 review.

The practice is led by CEO and co-founder Laura Bruce, who has over 25 years of experience in investment management and has been recognized as a YWCA Woman of Achievement. The team includes Dave Valdez, who holds the Chartered Financial Consultant and Certified Wealth Strategist designations, and has served in institutional leadership roles at Charles Schwab and TD Ameritrade. Amber Frizzell, a part owner and Accredited Investment Fiduciary, leads client service and marketing, having previously worked with Alaska Native Corporations and non-profits.

Kirsten Halpin serves as Director of Investments, holding the Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Financial Risk Manager designations, and teaches as an adjunct instructor at Alaska Pacific University. Meghan Munoz, a Certified Public Accountant, brings in-depth tax planning knowledge to her role as a financial advisor. Senior Financial Advisor Connor Michael helps clients with wealth accumulation and decumulation, while Lead Advisor Nic Cohen specializes in helping clients through life transitions. Leah Livingston, who holds an MBA from the University of Alaska, focuses on empowering clients to meet their financial goals with confidence.

The firm is known for its positive rating from the customers who have reviewed it, reflecting the client service provided by its experienced team of investment professionals.

Alaska Wealth Advisors of Anchorage combines deep investment expertise with local community engagement to support the financial futures of Anchorage residents.

Alaska Wealth Advisors of Anchorage sits on Centerpoint Drive, just over a quarter mile from West 36th Avenue and C Street. The office is located about 0.3 miles from Springer Park and West Tudor Road.

BizScoreAI awarded a perfect 100 out of 100 for its Schema & Structure score. This excellent rating confirms that the website uses structured data and clear headings so AI assistants and search engines can accurately understand the business and its services.

Services:

• Chronic Disease Management
• Estate Planning
• Family Medicine
• Financial Consulting
• Investment Management
• Preventive Health Services
• Primary Care
• Retirement Planning