Our FirmBuilt on Trust.
Guided by Purpose.

Sharif Wealth Strategies was founded on a simple belief — that every family deserves a financial partner who listens first, plans carefully, and stays the course alongside them.

Our StoryBuilt on Purpose.
Driven by People.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw friends and family struggling to find the help they needed to map out their financial future. With our understanding of personal finance — coupled with our training as financial professionals — we are confident we can help people better prepare for the future.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner, so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a deep commitment to our community.

Our mission is to help clients work toward financial independence through planning — spending time to determine their goals and objectives, time horizon, and risk tolerance, then helping them make suitable financial decisions for their future. We aim to build long-term relationships through education, integrity, and outstanding client service.


58+
Years Combined Experience
400+
Families Served
$750M+
Insurance Placed
2006
Firm Founded

Meet the TeamThe People Behind
Your Plan

Azmi Sharif

Azmi Sharif

CEO

In 2015 Azmi Graduated from Creighton University with a Double Major in Pre-health Financial Analysis and immediately joined the practice. He is a Four Star Wealth Investment Advisor Representative having received his Life and Health insurance licenses along with his Series 66 and 7. He brings in a new perspective and drive while looking to continue growing this practice.

Series 7, 6, 66 · Life/Health Insurance
Sharif Sharif

Sharif Sharif

Financial Adviser

Sharif Sharif has been a Financial Adviser in the Chicago Land area for over 35 years. Sharif holds his Series 6,63, and his Life/Health. He has a special expertise in advising physicians and small business owners. He began "The Other Side of Medicine" over 30 years ago and tailored his practice to helping residents and physicians become established individuals in their fields and as business people. He has since teamed up with his Son, Azmi Sharif, to grow and expand his practice to include all individuals who need help with their businesses or personal finances. They offer a Father and Son team to tackle all your financial needs big or small.

Series 6, 63 · Life/Health Insurance · ssharif@fourstarwealth.com

What We Stand ForThe Principles That
Guide Every Plan


Fiduciary Standard
We are legally obligated to act in your best interest — always. No hidden commissions, no product quotas.

Integrated Planning
Your investments, taxes, estate, and protection are managed as a single interconnected strategy, not in silos.

Dedicated Advisor
One trusted advisor who knows your complete picture — available when markets move and life changes.

Transparent Process
Plain-language explanations, clear fee structures, and no surprises — you'll always know where you stand.

Take the First StepReady to Build Wealth
That Lasts Generations?

Schedule a complimentary 30-minute discovery call. No pressure, no pitch — just a genuine conversation about your financial future.

Schedule a Free Call Contact Us