Solutions We Provide


Asset Management

Our investment philosophy begins with a top-down global macroeconomic trend analysis. As the global investment…

Trust & Estate Planning

Trusts are flexible tools that can help ensure our hard-earned success is preserved, protected and transferred…


Strategic philanthropy allows individuals and families to make an enduring impact on the community and future…

Asset Protection

Asset protections trusts are powerful tools that may shield wealth from lawsuits. Our process of installing…

Cash Flow Management

A common fear among baby boomers is running out of money. Life expectancy continue to increase…

Retirement Planning

The principle goal of most individuals is saving enough for retirement. However, the day you…

Free Portfolio Risk Analysis

Your Risk Tolerance Aligned with Your Investment Portfolio?
Did you know we're

Working Hard Every Day to Earn your Trust

At AWM, our goal is to help align what really matters to you and your family- your lifestyle, values, aspirations and passions- with each of your financial needs and goals. It all starts with you.





We are an expert in
this field

At AWM, we manage our client’s money like it is our own. We have the freedom to offer what we believe are the most attractive investment solutions in an objective manner.

  • Over 60 years of combined experience
  • Fiduciary standards
  • Macro-economic analysis of global trends
  • Comprehensive risk analyses

It is our global macro top-down level of research that we believe sets us apart in the marketplace, allowing us to recognize early major market trends before they become obvious to help us make proactive investment decisions.

Ali AlSariCEO Of AWM Global Advisors




  • Take calculated risks. That is quite different from being rash.

    George S. Patton
  • Every battle is won or lost before it is fought.

    Sun Tzu

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    In 2017, AWM Global Advisors was ranked by Advisory HQ as one of the top 10 Wealth Advisors in San Diego. AdvisoryHQ considered at a wide range of factors in the selection process including fiduciary duty, independence, transparency, level of customized service and years of experience amongst others. Details of the selection process can be found in the link below. Firms do not pay a fee to be selected nor are they advised that they are under consideration until after the selection is made. No employees or clients were interviewed during the selection process. Third-party recognition from rating services are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Methodology for Ranking Top Advisors in the U.S and U.K.