The Arbor Team
Serving the greater Anchorage, AK, and Fairbanks, AK, areas.
Talk to the team
Location
Anchorage, AK, 99501 (907) 222-7581
A team behind every plan
The Arbor Team is committed to helping clients pursue their goals through financial planning aligned with their individual circumstances, disciplined investment management, and a relationship-focused approach. Founded in Alaska and serving clients throughout Alaska and the Contiguous 48 states, our roots are grounded in a pioneering spirit, and our focus has always remained the same: helping individuals and families navigate life’s opportunities and challenges with confidence. Today, as part of Wealth Enhancement Group, we continue that commitment with expanded resources and specialized experience while remaining the same Arbor team our clients know and trust.
We take an integrated approach to wealth management, combining thoughtful planning with a range of tools and resources to create an experience aligned with each client’s needs. By understanding your unique goals, values, and aspirations, we develop strategies designed to support your financial well-being today while preparing for the future you envision.
Whether you’re planning for retirement, building and preserving wealth, or navigating a major life transition, our team serves as a resource to help guide you throughout the process. We believe successful financial planning starts with listening, and we provide advice aligned with your goals and attentive service that helps you stay focused on what matters most. Our combination of local relationships, national resources, and personalized guidance allows us to serve clients wherever life takes them.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Anchorage, AK
Anchorage, AK 99501
Fairbanks, AK
Fairbanks, AK 99709
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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