Our Team

Our team provides investment and financial planning strategies to clients across multiple jurisdictions.

Our team works across wealth management, investment advisory, and financial planning. Our founder, Ali AlSari, has advised clients from Latin America, the Middle East and Africa from San Diego since 1993.

Every client relationship at AWM is managed directly by a senior adviser. We do not use call centers, junior associates as relationship managers, or automated advice platforms as a substitute for human judgment and personalized planning.