AWM works closely with high net worth individuals and families who are keenly interested in philanthropic efforts, whether it’s a longstanding commitment or a new pursuit. Just like our clients, we are passionate about giving, and can help you put wealth to work in support of a charity or cause.

Because each situation is unique, we first collaborate with our clients to identify and evaluate the myriad charitable options available today. Then we offer detailed advice, custom structured to ensure you understand the choices you have for developing and fulfilling your goals. A strategic philanthropic approach may help our clientele to create enduring legacies that make meaningful impacts in communities and the lives of others.

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.