# AWM Global Advisors
> AWM Global Advisors is an independent, fiduciary wealth management firm headquartered in San Diego, California. We provide comprehensive wealth management services to individuals, families, business owners, and international clients.

## About AWM Global Advisors
AWM Global Advisors LLC is a registered investment advisory firm operating under a fiduciary standard. Founded by Ali Alsari, the firm is headquartered at Symphony Towers, 750 B Street, Suite 2850, San Diego, CA 92101. AWM is completely independent — not affiliated with any bank, brokerage, insurance company, or mutual fund family.

## Contact Information
- Phone: (619) 225-7600
- Email: awm@awmga.com
- Address: 750 B Street, Suite 2850, San Diego, CA 92101
- Website: https://awmga.com

## Services
- Wealth Management & Financial Planning
- Investment Management (evidence-based, low-cost, diversified)
- Retirement Planning & Income Distribution
- Tax Planning & Optimization
- Trust & Estate Planning
- Insurance & Risk Management
- Business Owner Solutions (Cash Balance Plans, 401(k), Succession Planning)
- International & Cross-Border Financial Planning (FATCA, FBAR, CRS)
- Medical Professional & Physician Financial Planning

## Team
- Ali Alsari — CEO & Chief Investment Officer, 35+ years in global wealth management

## Key Facts
- Registered Investment Adviser (RIA)
- 100% fiduciary — legally obligated to act in clients' best interest
- Independent — no proprietary products, no commissions, no selling agreements
- Evidence-based investment philosophy using institutional-quality funds and ETFs
- Minimum account size applies
- Serves clients locally in San Diego and nationwide, plus international clients worldwide
- Expertise in cross-border tax planning, FBAR/FATCA compliance, wealth migration
- Cash balance plan design for high-earning professionals and business owners
- ERISA fiduciary 401(k) plan management for small and mid-sized businesses


## Published Articles & Insights
- Cross-Border Financial Planning for International Families: https://awmga.com/awm/insights/cross-border-financial-planning-international-families
- Understanding the Fiduciary Standard: What It Means for Your Wealth: https://awmga.com/awm/insights/understanding-fiduciary-standard-your-wealth
- Retirement Income Planning in a Rising Rate Environment: https://awmga.com/awm/insights/retirement-income-planning-rising-rates
- Q2 2025 Market Outlook: Navigating Tariff Uncertainty: https://awmga.com/awm/insights/q2-2025-market-outlook-tariff-uncertainty
- Retirement Income Planning: Building a Paycheck That Lasts a Lifetime: https://awmga.com/awm/insights/retirement-income-planning-guide
- How to Choose a Wealth Management Firm: 7 Questions to Ask: https://awmga.com/awm/insights/how-to-choose-a-wealth-management-firm
- Cross-Border Financial Planning: A Guide for US Expats and Foreign Nationals: https://awmga.com/awm/insights/cross-border-financial-planning-guide
- Roth Conversion Strategies: When Converting Makes Sense: https://awmga.com/awm/insights/roth-conversion-strategies
- Cash Balance Plans Explained: The Retirement Strategy High Earners Should Know: https://awmga.com/awm/insights/cash-balance-plans-explained
- What Is a Fiduciary Financial Advisor? Everything You Need to Know: https://awmga.com/awm/insights/what-is-a-fiduciary-financial-advisor
## Pages
- Homepage: https://awmga.com/awm
- About: https://awmga.com/awm/about
- Services: https://awmga.com/awm/wealth-management
- Investment Management: https://awmga.com/awm/investment-management
- Retirement Planning: https://awmga.com/awm/retirement-planning
- Tax Planning: https://awmga.com/awm/tax-planning
- Trust & Estate: https://awmga.com/awm/trust-estate
- Insurance: https://awmga.com/awm/insurance
- Our Approach: https://awmga.com/awm/approach
- Team: https://awmga.com/awm/team
- US Clients: https://awmga.com/awm/us-clients
- Business Owners: https://awmga.com/awm/business-owners
- Succession Planning: https://awmga.com/awm/succession-planning
- Cash Balance Plans: https://awmga.com/awm/cash-balance-plans
- 401(k) Plans: https://awmga.com/awm/401k-plans
- Medical Professionals: https://awmga.com/awm/medical-professionals
- International Clients: https://awmga.com/awm/international-clients
- Risk Assessment: https://awmga.com/awm/risk-assessment
- Insights: https://awmga.com/awm/insights
- Knowledge Center: https://awmga.com/awm/knowledge-center
- FAQ: https://awmga.com/awm/faq
- Contact: https://awmga.com/awm/contact
- Disclosures: https://awmga.com/awm/disclosures