Helping with Smart Financial decisions since 2009.
We stand out.
Financial Coach.
Ask someone about your savings, holdings, and statements. Ask what to do. We provide advice, adult conversations, and education. So you can make smart empowered decisions.
Professional Affiliation.
We work with LPL Financial who supports us in research, technology, investment tools, and all things operational. LPL is one of the leading financial services firms for the independent advisor.
Tech Savvy.
Keeping up with 2024 ! We use texting, eSignature forms, statements and proxies by email, and phone/iPad app for account and market updates.
Determined.
Established in 2009, as an independent financial services firm, we focus on wealth building and management strategies for Alaskans.
Green.
We value Alaska, the climate, and our world. We recycle, greenly dispose of electronics, and are paper minimal.
We do our part!
Boutique.
We are an exclusive service firm, affording personal financial services to clientele who are a ‘good fit’. We are here for those desiring personal service, with values and attitudes that align.