About Us
An independent Ketchikan firm helping Alaska families build and protect lasting wealth.
Success, measured in milestones
Wealth Success Zone was founded in Ketchikan on a simple idea: lasting wealth is built through clear goals and steady habits, not luck. Our licensed advisors help clients invest for retirement, save for college, borrow wisely, buy homes, plan for federal taxes and protect their families.
As an independent firm, we compare products from a broad network of lenders, insurers and investment providers. That means our recommendations are driven by your goals and milestones, not by commissions.
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Licensed professionals
Experienced advisors in lending, tax, investing and insurance.
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Transparent pricing
Every fee explained clearly in writing before you begin.
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Local and national
Serving Ketchikan, Saxman, Ward Cove, Prince of Wales Island, Southeast Alaska and clients nationwide.
Client-first advice
Our Mission
To help every client define financial success and reach it one milestone at a time.
Our Vision
To be Southeast Alaska's most trusted partner for building lasting wealth.
Our Values
Honesty, simplicity and respect, with advice that always puts the client's interests first.
How we work with every client
Define
Meet us in Ketchikan or by video to define what financial success means for you and your family.
Build
We build a wealth plan with clear targets for saving, investing, borrowing and protection.
Grow
Automatic contributions and disciplined investing put your plan to work month after month.
Celebrate
We track milestones together each year, celebrate progress and set your next goal.
Areas we cover
Milestones
Clear goals and progress tracking
Cash Flow
Budgets for seasonal income
Homeownership
Mortgages and refinancing
Investing
401(k), IRA and portfolios
Taxes
Federal planning and filing
Protection
Home, boat, life and health
What our clients say
Wealth Success Zone gave us clear milestones to aim for. We just passed our first $100,000 invested and actually celebrated it.
They built a budget around my seasonal fishing income, and for the first time I am investing year-round.
They helped my father apply for the senior property tax exemption, and his borough tax bill dropped right away.
We started putting part of our kids' PFDs into Alaska 529 accounts. It is the easiest saving we have ever done.
They consolidated my credit card balances into one personal loan and helped me redirect the savings into my IRA.
Honest, local and easy to work with. I trust Wealth Success Zone with our investments, taxes and insurance.
Ready to reach your next wealth milestone?
Book a free wealth review with a licensed advisor in Ketchikan.