Company Description

Alliance Wealth Strategies is a Santa Barbara-based wealth management firm established in 2009 by founder and president, Sergio Villa. Sergio built AWS on the belief that there is a need for a firm that focuses on the client. Each client has a unique set of circumstances, experiences and needs that must be considered to provide what is truly best for them. It is through this holistic approach that the motto "planning with you in mind" is realized.

Alliance Wealth Strategies is one of the premier firms in the tri-county area
offering comprehensive wealth management, insurance and retirement planning services. As an independent firm, Alliance Wealth Strategies has the ability to tailor strategies to fit each client`s needs.

In 2015, Alliance Wealth Strategies and retirement planning firm The Source Financial Group merged to now offer expertise in the area of defined contribution plans. Alliance Wealth Strategies believes in long-term investment disciplines and seeks to develop long-tenured client relationships.

Products & Services

CA Ins Lic ,   #0H51493 ,   Profit Sharing Plans ,   401K Plans ,   #0K21130 ,   Corporate Retirement Plans ,   #0722614 ,   #0F22700 ,   403B Plans ,   Retirement Services ,   Simple IRA ,   College Planning ,   Defined contribution plans ,   Insurance Planning ,   Retirement Planning ,   Comprehensive wealth management ,   Self0Employed Retirement ,   Business Planning And Services ,   Money Purchase ,   Legacy Planning ,   Portfolio Management