Alaska Wealth Advisors

09/08/2026

Sometimes investing in our community means getting a little dirty.

A few weeks ago, our Marketing Strategist, Vlad, volunteered with the Anchorage Park Foundation to help plant willow and spruce trees and clean up Chanshtnu Muldoon Park.

Thank you, Vlad, for helping keep Anchorage's parks welcoming and beautiful for everyone!

09/05/2026

Most buyers assume a traditional mortgage is the only way to finance a home. It isn’t. Depending on how your balance sheet is built, other tools may fit the situation better, such as margin, pledged asset lines of credit, and home equity lines of credit among them. Here’s how each one works, and when it tends to make sense.

Mortgage rates remain more than double where they sat in 2021, according to recent data . Higher rates have cooled activity, but the desire to own a primary ...

09/04/2026

Please join us in congratulating our own Chief Strategy Officer, Dave Valdez, on his promotion to Lieutenant Colonel in the Alaska Air National Guard!

On August 12, 2026, during a routine training mission near Knik Glacier and Lake George — about 50 miles northeast of Anchorage — Dave was promoted by Brigadier General Brian Kile, Commander of the Alaska Air National Guard and Assistant Adjutant General. Dave currently serves as Commander of the 176th M*F.

As Dave shared: "Pinning on the rank of Lieutenant Colonel should not be viewed as an individual achievement. Rather, it reflects the time, energy, effort, and care of the people I've led and those who have mentored me along the way."

Service — to our community, our state, and our country — is part of our work at Alaska Wealth Advisors, and that commitment shows up at every level of our team, including executive leadership. Congratulations, Dave — we're proud to work alongside you.

09/03/2026

Please join us in congratulating Kirsten Halpin, CFA®, CAIA®, FRM®, on her promotion to Chief Investment Officer at Alaska Wealth Advisors!

Kirsten has been an integral part of our team, bringing deep expertise and thoughtful leadership to everything she touches. In this new role, she'll help shape the future of our investment strategy and further our commitment to delivering trusted, client-first guidance.

Congratulations, Kirsten — we're proud of you and excited for what's ahead!

Read the full press release below.

FOR IMMEDIATE RELEASE Alaska Wealth Advisors Names Kirsten Halpin Chief Investment Officer ANCHORAGE, AK — Alaska Wealth Advisors is pleased to announce the ...

09/02/2026

Last week, we had the pleasure of attending the annual Alaska Oil and Gas Association (AOGA) Conference. Each year, this event brings together industry professionals, local leaders, and national voices for two days focused on one of Alaska's most vital industries.

We're always excited to return, not just to learn more about the industry, but to connect with the people behind this major sector. We pride ourselves on understanding the unique financial nuances of this industry, and we're always eager to share how we can support the people who power it.

If you saw us at the conference but didn't get a chance to chat, give us a call.

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Alaska Wealth Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors’ investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.

08/28/2026

Six Years of Dedicated Care: Celebrating Leah Levingston, CFP®

We are thrilled to celebrate Leah Levingston’s 6th anniversary with Alaska Wealth Advisors!

When Leah joined our firm, she made a major pivot from the tourism industry, bringing with her a natural talent for master planning, deep empathy, and exceptional client care. Over the past six years, she has earned her Certified Financial Planner™ (CFP®) designation and established herself as a cornerstone of our financial planning team.

Leah thrives when diving into details with clients to construct sound, effective financial plans. In particular, her in-depth knowledge of complex state and federal benefit systems is second to none, making her an invaluable asset to the families we serve. Her thoroughness, dedication, and warm approach consistently give our clients the ultimate gift: true financial peace of mind.

Thank you, Leah, for six incredible years of stewardship, technical expertise, and deep commitment to our clients and team!

08/26/2026

Summers in Alaska are prime time for golfing, and our team is always excited to hit the links for a great cause!

Throughout the season, Senior Financial Advisors Nic Cohen and Connor Michael have represented Alaska Wealth Advisors at local golf tournaments across town. Beyond the friendly competition, these events play an essential role in driving direct fundraising efforts for vital community organizations.

Thank you, Connor and Nic, for showing up, supporting our local non-profits, and representing our firm out on the course. (And don't worry, we promise to keep your final scores strictly confidential, no matter how good they were!)

08/24/2026

Three Years of Brand Stewardship: Celebrating Vlad Finko, PCM®

We are excited to celebrate Vlad Finko’s 3rd anniversary with Alaska Wealth Advisors!

Vlad began his journey with our firm as an Associate Financial Advisor, but his strategic talents quickly expanded beyond wealth management. In his first year, he stepped up to lend his vision to our marketing efforts—where he truly found his stride. Today, as our Marketing Strategist, Vlad oversees the firm’s public communications, brand strategy, client events, media partnerships, and community involvement, all while keeping our internal operations running smoothly.

A passionate champion for community growth, Vlad’s commitment extends well beyond our office walls through his active board service and local volunteer work. Whether he’s spearheading a new firm initiative or driving local civic engagement, Vlad brings energy, polish, and purpose to everything he touches.

Thank you, Vlad, for three incredible years of dedication, strategic leadership, and commitment to taking our firm and community to new heights!

08/22/2026

When it comes to investing, there are many factors that guide a confident decision to buy. In addition to core principles, mutual funds and exchange traded funds (ETFs) have differing structures that make choosing how to invest a layered decision. In this article, we will explore due diligence considerations that apply to all funds, as well as several that are specific to the fund structure.

When it comes to investing, there are many factors that guide a confident decision to buy. In addition to core principles, mutual funds and exchange traded ...

08/21/2026

Two Years of Deep Compassion: Celebrating Aracelis Bell

We are thrilled to celebrate Aracelis Bell’s 2nd anniversary with Alaska Wealth Advisors!

Aracelis brought decades of financial industry experience when she joined our team, and her deep understanding of the wealth management landscape is a tremendous asset to our entire practice.

Even more than her technical knowledge, Aracelis is defined by her profound care and empathy. She builds deeply personal, lasting connections with the families she serves; acting as a steady, reassuring presence during life's most challenging transitions and a joyful cheerleader during their greatest milestones.

Outside of the office, Aracelis is a passionate dog trainer, and our team always looks forward to her latest pup photos and training updates!

Thank you, Aracelis, for two wonderful years of dedication, warm stewardship, and unwavering care for our clients!