Broker Check

15560-C Rockfield Boulevard
Irvine, CA 92618

Alex Wahba

(949) 380-1978

 
What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way Keeping Up with the Joneses

Gain from an independent perspective.

AW Wealth Advisory is an independently owned financial consulting firm with more than 16 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.

Our Mission

Whether you are just starting to save for your future, or are a seasoned investor, AW Wealth Advisory has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.

At AW Wealth Advisory we understand the client’s situation as it relates to his or her work, investments and family aspirations and obligations.

Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

View all videos arrow