We are a boutique Wealth Management firm in south Anchorage, at the base of hillside. Servicing a specific clientele who desire a hands-on personal relationship, assisting families and clients throughout their lifetimes and on into the next generation, is our main focus.
Established in 2009, as an independent Branch Office through LPL Financial, LLC, we are one of the four branch offices in Anchorage. Starting as a small start up firm, we expanded within two years.
We utilize modern technology for a cleaner greener client experience. Our website offers clients access to their accounts 24/7 with the LPL AccountView service. We offer paperless statement retrieval online and reduction of overall mailings. Internally we collect paper and plastic items for recycling, send used printer cartridges back to the manufacturer for reuse, and strive for a paperless office by emailing prospectuses and other large documents.
Currently we have two permanent local employees and are seeking 3 more for various positions. We operate this office like a family and strive to treat yours the same.
We endeavor to assist individuals, families, and business with personal financial issues and long-term planning. Focus is placed on asset allocation as the main style for diversification, fee-based structures for management of accounts, and long-term professional relationships.
For us ...
it is about helping you and your family.
There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss.