AWM Global Advisors

Our Vision

At AWM Global Advisors, we envision a world where individuals and families can achieve financial freedom and pursue their passions with confidence. We believe financial planning should be a collaborative process, tailored to each client's unique aspirations and values.

Our Mission

Our mission is to empower our clients with comprehensive wealth management solutions that align with their individual goals and lifestyles. We take a holistic approach, considering not just their financial situation, but also their personal circumstances, values, and aspirations.

What We Do

We offer a comprehensive range of financial services, including:

Asset Management

• Investment portfolio management based on a global macroeconomic trend analysis
• Risk management strategies to protect your wealth
• Regular portfolio reviews and rebalancing

Trust & Estate Planning

• Customized estate plans to ensure your wealth is protected and distributed according to your wishes
• Implementation of trusts to safeguard assets and minimize inheritance taxes

Insurance & Risk Management

• Comprehensive risk assessment and mitigation strategies
• Protection against potential losses through various insurance solutions

Income Protection & Retirement Planning

• Strategies for maximizing retirement savings and investments
• Planning for a secure and comfortable post-career life

Philanthropy & Family Governance

• Advisory services to establish and manage philanthropic initiatives
• Development of family governance structures to ensure continuity and transparency

Business Solutions

• Cash flow management solutions for businesses
• Retirement plans tailored for corporations and employees
• Consulting on asset protection and risk mitigation strategies

Our Approach

Our team of experienced financial advisors works collaboratively to get to know each client and their financial goals. We take the time to understand your unique situation, aspirations, and risks. We then work with you to develop a personalized financial plan that meets your specific needs.

Our Commitment

At AWM Global Advisors, we are committed to providing our clients with:

• Expertise: Our team has over 60 years of combined experience in wealth management.
• Transparency: We provide clear and concise explanations of our processes and recommendations.
• Communication: We maintain open and regular communication with our clients.
• Fiduciary Service: We hold ourselves to the highest ethical standards and prioritize your best interests.