Alliance Wealth Strategies is a Santa Barbara-based company established in 2009 by founder and president, Sergio Villa. Sergio built AWS on the belief that there is a need for a financial services company 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 and our ability to tailor strategies to fit our client’s needs that the motto "planning with you in mind" is realized.
In 2015, Alliance Wealth Strategies and retirement planning company, 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.