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LET'S TALK

How We Work With Our Clients

We flex with the seasons of our clients’ lives. Our conversations are ever-evolving and centered around our clients’ needs. Whether it’s a conversation about a newborn baby or the transition into retirement, we will help guide you through the process.

  • Wealth Management
  • Executive Benefits
  • Equity Compensation
  • Tax Planning
  • Risk Management
  • Charitable Gift Planning
  • Investment Management
  • Education Planning
  • Trust & Estate Planning
  • Life Transitions
  • Multi-Generational Planning
  • Retirement Planning
SPECIALIZED PLANNING
INVESTMENT MANAGEMENT
WEALTH MANAGEMENT
RETIREMENT PLAN CONSULTING
Comprehensive Wealth Management
We plan with a wide aperture to ensure your overall picture is focused on your goals.
WHAT WE OFFER
Independent Investment Management
We build portfolios that are aligned with your goals.
OUR PHILOSOPHY
Retirement Plan Consulting
We offer retirement plan consulting to help you develop plans that attract and retain employees.
HOW WE CAN HELP

  • SPECIALIZED PLANNING SERVICES FOR

    First Responders

    Our first responders deserve the peace of mind that their finances and their family have a financial plan that aligns with their goals. 

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    First Responders

  • SPECIALIZED PLANNING SERVICES FOR

    Military Members

    Our veteran team members have expert knowledge of the government Thrift Savings Plan. We can help you align your Thrift Savings Plan with your goals and needs to help you stay focused on your mission.

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    Military Members

  • PERSONALIZED SUPPORT FOR

    Alaska Native Corporations & Associations

    Arbor Capital specializes in supporting Alaskan Communities and Alaska Native Corporations and associations by acting as an advocate, investment advisor, and fiduciary. 

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    Alaska Native Corporations & Associations
    The Only True Digital Asset SMA™
    Arbor Digital

    The digital asset ecosystem is complex and evolving. Having a trusted partner with deep roots in the subject matter simplifies an individual investor’s journey to digital asset opportunities or an RIA’s journey to offering their clients exposure to digital assets.

    VISIT ARBORDIGITAL.IO

    Get started today

    Let’s connect over a cup of coffee – or if you prefer, we can meet virtually. We meet you where you are.

    SCHEDULE A DISCOVERY CALL

    Did you know we work with many of our clients completely virtually?

    Whether you’re in Fort Lauderdale or Fairbanks – or anywhere in between – we’re happy to serve you outside of the traditional brick-and-mortar advisory relationship. Our clients can opt for virtual or in-person meetings as their needs require.

    LET'S TALK