Founder, Wealth Management Advisor at
Amir Wealth Partners
Years of Experience
2 years
Number of Clients
17
Average Client Size
$300,000
Member Since
2026
I take the time to understand what matters most to each client, then build a financial plan around their values, goals, and real-life priorities, not just their numbers.
I work with business owners, executives, retirees, tech professionals, sales leaders, and high-net-worth families seeking coordinated financial guidance. My clients often have complex income, equity, tax, retirement, business, real estate, philanthropic and legacy planning needs. These are best addressed when all key advisors are operating on one comprehensive plan which I help coordinate.

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N/A
Obtained in 2000
Regional Manager
2022 - 2024
Direct Sales Manager
2019 - 2022
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