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Azmi Sharif is the CEO of Shariff Wealth Strategies and The Other Side of Medicine, based in Oak Brook, Illinois. After starting his academic journey in pre-health at Creighton University, Azmi pivoted to financial analysis to join his father, Sharif Sharif, building a multi-generational practice that caters to physicians, business owners, and high-net-worth individuals. By shifting from traditional broker-dealer constraints to independent RIA platforms, Azmi has expanded the firm’s offerings to include alternative investments, real estate, and crypto assets while scaling the practice into new markets.
In this episode, Brian and Azmi discuss:
- The Pivot from Pre-Med to Wealth Management: How witnessing the burnout of private practice physicians led Azmi to team up with his father
- Working with Medical Professionals: Establishing deep trust with busy doctors who require reliable, hands-off wealth strategies
- Expanding Beyond a Niche: Rebranding to Shariff Wealth Strategies to serve auto body shop owners, athletes, and small business entrepreneurs
- Breaking Free from Broker-Dealer Restraints: Transitioning to an independent RIA model to offer crypto, private equity, and real estate alternatives
- Smooth Client Transitions & Succession Planning: Leveraging modern onboarding tools and building back-office support for seamless next-gen practice handoffs
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.
