Shilanski & Assoc., Inc. Employee Directory
Financial ServicesAlaska, United States2-10 Employees
Shilanski & Assoc., Inc. is a small, independent financial services firm based in Anchorage, Alaska. Established in 1978, it provides comprehensive financial planning and wealth-management services. The firm helps clients with retirement planning, funding for education, and portfolio management—including substantial portfolios—as well as tax and estate planning strategies. Investment advisory services are offered through CWM, LLC, an SEC-registered advisor, reflecting a partnership with a national platform while maintaining independent product selection. Serving residents of Alaska, the firm targets individuals seeking structured planning across long horizons. As a recent development, in September 2025 Carson Group announced a partnership with Shilanski & Assoc., Inc., indicating a collaboration with a larger wealth-advisory network.