About Us
A Wasilla-based financial services firm helping people connect every money decision to the life they want.
A Wasilla-based financial services firm helping people connect every money decision to the life they want.
Finance Wealth Line started with a simple observation: most people get a loan from one company, invest with another, file taxes with a third and buy insurance from a fourth. Nobody looks at how those choices fit together, and families pay for the gaps.
We set out to change that from our office on East Carefree Drive in Wasilla. Today we help individuals, families and small business owners across Alaska and the USA borrow wisely, grow their savings, reduce their tax bills and protect what they have built.
Every client works with a dedicated advisor who listens first, explains every option in plain English and puts the recommendation in writing, including what it costs.
See What We DoTo give every client a clear, connected financial plan that links their borrowing, investing, taxes and protection to the goals that matter most to them.
A future where financial advice feels as approachable as talking to a trusted friend, and where every family can build wealth with confidence.
These values guide how we advise, how we price and how we treat every person who walks through our door.
We recommend what is right for you, even when a different product would pay us more.
No jargon and no fine-print surprises. If something is unclear, we explain it again.
We stay with you through life changes, market swings and every new goal.
Your personal and financial information is protected and never sold.
A consistent process means you always know what happens next.
We learn about your income, family, goals and worries before we suggest anything.
We review your loans, accounts, tax returns and policies to find gaps and savings.
You receive a written plan with options, costs and our honest recommendation.
We meet regularly to keep your plan current as life and the markets change.
Lending, planning, tax and insurance specialists work side by side on your plan.
You see exactly what every service costs before you commit to anything.
Call +1 907-376-6468 and speak with a person, or expect a reply within one business day.
Our blog and newsletter help you understand your money, not just manage it.
Book a free, no-pressure consultation with a Finance Wealth Line advisor in person in Wasilla or by phone from anywhere in the USA.