Your Wealth, Well Planned
FEE-ONLY FINANCIAL ADVISOR | SANTA MONICA, CA
WellAcre Global Wealth Advisors provides tailored wealth management, customized financial planning, and decades of experience in tax planning and risk management.
“Someone is sitting in the shade today because someone planted a tree a long time ago. “
— WARREN BUFFET
As with any investment in life - a family, a home, a college education - the best results are achieved by carefully constructing a plan and then following that plan consistently over time.
The name WellAcre pays homage to a distant ancestor who built a house outside Manchester under that name in the 1860's. Today, all that is left are the gate posts. However, despite two world wars, the great depression, 95% tax rates and gross mishandling by future generations, a small bequest came down to me as an impoverished young man, which became the seed corn that changed my life. My calling is to help other families manage their wealth the right way.
Adam Scott, CFP®Founder and CEO
Developing your unique Total Client Profile begins with our first Discovery meeting and the issues we discuss during that important encounter.
How does money a role in your life and why it is important to you?
What is your money story?
What are your (financial and/or life) goals?
What are your priorities?
What are your most important relationships?
How have they impacted your life?
What are your major assets?
How have they been acquired?
What professional advisors are you currently working with?
Who have you worked with in the past?
What type of process do you prefer when working with a professional advisor?
What hasn't worked for you in the past?
What are your most valued personal interests?
What do you love to do/experience?
find out more
Perfect Portfolio Design
Perfect Portfolio Design Part II
Tax Secrets Your Accountant Doesn’t Tell You
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.
Talk to An Advisor
In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone.