Alex Wahba

(949) 380-1978
awahba@1stallied.com

Experienced, reputable financial management.

At AW Wealth Advisory we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.

Our Value Proposition

Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.

At AW Wealth Advisory we help the clients evaluate their current situation and formulate appropriate goals for the future.We strive to become and stay familiar with both the contents and goals of the existing portfolio by conducting quarterly and annual reviews with all of our clients.

AW Wealth Advisory seeks to help clients with the following:

• Creating and growing wealth.
• Protecting and preserving wealth.
• Distributing of wealth during client’s lifetime.
• Distributing wealth after death.