Alaska Wealth Advisors

05/31/2026

"Having been with Alaska Wealth Advisors for over 25 years, we can say with total confidence that our finances are in the best possible hands. What truly sets this team apart is their integrity and the deeply personal attention they provide; it has never felt like just 'money management' to us. They consistently think outside the box to find solutions tailored to our specific investment needs and wants. We trust them implicitly and couldn't be happier with the relationship we’ve built over the years."

- Robert A.

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This is a genuine testimonial from a current client. This client was not paid or incentivized to share their experience. Testimonials are based on unique experiences from current clients and are not representative of all client experiences.

05/30/2026

Within every investment vehicle, there are hidden gems, strategies that only reveal themselves through careful research. The Health Savings Account (HSA) is one of them. It flies under the radar far too often, and that’s a missed opportunity.

Within every investment vehicle, there are hidden gems, strategies that only reveal themselves through careful research. The Health Savings Account (HSA) is ...

05/25/2026

Seven Years of Stewardship: Celebrating Nic Cohen, CFP®

Nic has been a vital part of the Alaska Wealth Advisors story for seven years now, and in that time, he has defined what it means to be a truly caring and sympathetic advisor.

Helping a family navigate life’s biggest transitions requires more than just technical skill; it requires a guiding hand and a genuine heart. The deep level of care Nic shows his clients never goes unnoticed, and his ability to provide clarity during complex changes has made him an invaluable partner to so many Alaskans.

But Nic’s leadership doesn't stop at the office door. He is also our undisputed "Champion Fisherman" and the mastermind behind our annual company fishing trips. Whether he’s navigating a client's financial roadmap or the local waters, Nic does it with patience, precision, and a true Alaskan spirit.

Happy 7th Anniversary, Nic! Thank you for the care you bring to our team and our clients every single day.

05/20/2026

There is nothing quite as rewarding as the Anchorage Citywide Cleanup. Each year, our team takes a break from the office to roll up our sleeves and give back to the community that sustains us.

This tradition is particularly meaningful to us because our efforts are focused on Dave Rose Park. This park holds a very special place in our company’s history, and caring for this space is a way for us to honor our roots while ensuring it remains a vibrant asset for our neighbors.

At Alaska Wealth Advisors, we believe stewardship starts at home. Thank you to everyone who is partaking in the efforts to keep Anchorage beautiful!

05/16/2026

This past Mother’s Day served as a beautiful, poignant reminder of what a privilege it is to walk alongside my husband John’s parents as they age. Now in their upper 80s, they continue to live independently—a feat that isn’t just due to luck, but to the power of intentional planning. Through a blend of foresight and gradually increasing support, we are working to ensure they can enjoy the comfort of their own home for many years to come.

This past Mother’s Day served as a beautiful, poignant reminder of what a privilege it is to walk alongside my husband John’s parents as they age. Now in th ...

05/05/2026

We were proud to have our own Vlad Finko represent Alaska Wealth Advisors at the recent Speed Mentoring event, hosted by the UAA Alumni Association and the Anchorage Chamber Young Professionals Group.

This event provided a platform for Vlad to connect with students from the UAA College of Business and Public Policy as they prepare to enter the workforce. Alongside a talented group of local business leaders, we enjoyed sharing career insights and helping these aspiring professionals kickstart their networking journeys.

Supporting the growth of our local talent is a core value of our firm, and we are excited to see the impact these students will have on Alaska’s future!

05/02/2026

When you and your partner commit to a life together, joy and excitement rightfully take center stage. The days are filled with picking caterers, dreaming up travel plans, or perhaps planning private vows in the Alaska backcountry. Eventually, however, the inevitable question arises: “How are we going to combine our finances?”

While this discussion may not be as exhilarating as the wedding dance floor, it is a vital pillar in the foundation of your partnership. Merging financial lives involves far more than account balances; it requires exploring individual beliefs about money, spending philosophies, and shared priorities.

When you and your partner commit to a life together, joy and excitement rightfully take center stage. The days are filled with picking caterers, dreaming up ...

04/29/2026

Celebrating 13 Years: Amber’s Journey to Leadership

Thirteen years ago, Amber began her journey within our organization at APCM, serving in a vital client relationship role. Today, we are honored to celebrate her 13th anniversary, a milestone that reflects over a decade of dedication, evolution, and leadership.

We were fortunate to bring Amber over to our firm as Director of Marketing, where she spent years refining our brand and ensuring we stood out in a competitive landscape. Beyond marketing, she was instrumental in ensuring our client experience remained at the highest caliber, eventually expanding her focus into internal operations and firm-wide processes.

Today, Amber serves as our Chief Operating Officer, overseeing our firm, our products, and our people. Her keen eye for precision and her ability to make the right call in complex situations have made her an indispensable leader.

Beyond her professional experience, Amber is the heartbeat of our office. Known for always lending an ear to everyone around her, she provides the steady, grounded support that keeps our team connected.

Amber, thank you for your years of dedication and for your unique ability to keep the firm grounded while continually pushing us to innovate. We are so grateful for your leadership.

04/22/2026

At our firm, we believe that supporting local education is one of the most important ways we can invest in Alaska's future. We were honored to join Pacific Northern Academy to celebrate their 30th anniversary event.

It was an inspiring evening dedicated to reflecting on three decades of excellence and strengthening the connections that move our community forward. We are proud to stand behind organizations that empower our future leaders.

Here are a few highlights of Dave and Nikki enjoying the evening with family and friends. Congratulations to the entire PNA community on this incredible milestone!

04/18/2026

As a business owner, you’ve worked long hours to build your business and refine it. You’ve faced problems over the years, some of which threatened the success or even the existence of your business, but you found a solution to each one, learning vital lessons along the way. You’ve enjoyed the ups, and sometimes the downs, and now you’re looking down the road and considering what defines your successful business exit and what your retirement could mean to you and your family.

As a business owner, you’ve worked long hours to build your business and refine it. You’ve faced problems over the years, some of which threatened the succ ...