Asset Protection


Risk management is the process of identifying and assessing the various risks that one may encounter and determining the best ways to protect them from these risks.

In addition to helping clients grow their asset base, as part of our customized comprehensive financial planning we help ensure protection of their wealth through proper insurance coverage. Working with insurance professionals, we provide analysis on existing policies to determine if the current coverage is sufficient based on individual needs. We recommend methods to help protect from possible weaknesses in the policies while still considering costs as a factor. We work with highly skilled agents who use a proactive approach in handling their client accounts and ensuring their coverage is sufficient and affordable.

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.