Alaska Wealth Advisors

Dave M. Valdez provides valuable leadership at Alaska Wealth Advisors and in the military - thank you for your service Dave!

Join us in welcoming Caitlin Gohr to our growing team of advisors. Caitlin earned her BS in Business Administration with a Personal Financial Planning Specialization from Central Washington University. As an Associate Financial Advisor she's looking forward to diving into the personalized financial planning and investment management solutions we bring to clients. https://lnkd.in/gFHMCcEd

As investors, regardless of wealth status, navigating the intricate financial landscape is essential for preserving and growing assets. For example, implementing effective tax strategies can not only minimize tax liabilities but also optimize potential financial opportunities. Here are some actions that investors can take to maximize tax efficiency and safeguard their assets. #AlaskaWealthAdvisors #FinancialPlanning #Taxes https://lnkd.in/g8nMicyj

Providing Alaskan students an opportunity to have hands on finance experience has been a firm commitment since 1992. Meet our summer intern, Quincy Donley. #internshipopportunity #summerintern #internshipAlaska #FinancialAdvisors #AlaskaWealthAdvisors https://lnkd.in/g-GTnycV

Congratulations class of 2024 as they get ready for the next chapter of their lives, whether it’s college, starting a career, or pursuing a different path altogether – and an extra shout out to all those Dimond Lynx! We know achieving academic success is a family affair so congratulations to the parents too. Next, we turn our attention toward the current and incoming high schoolers. While summer vacation is likely the only thing on their minds right now, this is an excellent time for them to start thinking about their personal goals and future. #collegeplanning #financialliteracy #financialadvisors #AlaskaWealthAdvisors https://lnkd.in/gQxsSBX7

And the sun made an appearance!????

Internship Opportunity! Join our team at Alaska Wealth Advisors, where we strive to empower individuals to achieve their financial dreams. As a leading wealth management company, we offer a dynamic and collaborative work environment that fosters growth and learning. Take the next step in your career and unlock your full potential with an internship in wealth management. https://lnkd.in/gSkrrvXz

Thank you Stan Moiseev, Associate Financial Advisor, for the comprehensive review of contribution limits in 2024. Planning for retirement involves making strategic decisions about how to save and invest your money. Contributing to retirement accounts is a key aspect of this planning, but it’s important to be aware of the contribution limits set by the IRS for various types of accounts. In 2024, these limits remain critical factors for those seeking to maximize their retirement savings. Let’s delve into the contribution limits for different retirement accounts. #AlaskaWealthAdvisors #financialplanning #retirementplanning https://lnkd.in/gDp-Ayk7

Thank you Connor Michael, CFP?, Financial Advisor for giving us all the must have info on 401(k) plans and "After-Tax Contributions". https://lnkd.in/gZaE94U4

Thank you Ramiro Higuera, Joseph Nelesen, Ph.D. and Chantal Michael. This was a great way to help welcome Women in ETFs to Alaska!