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MEET OUR TEAM

MEET OUR TEAM

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DISCOVER OUR SERVICES

DISCOVER OUR SERVICES

Go to Our Services
EXPLORE OUR BLOG

EXPLORE OUR BLOG

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SPEAK TO AN ADVISOR

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COMPREHENSIVE WEALTH MANAGEMENT

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.

Estate Planning

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A message from the founder

A message from the founder

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

MEET OUR TEAM

"Someone is sitting in the shade today because
someone planted a tree a long time ago. "

— WARREN BUFFET

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Our Process
Our History
Our Values
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Discover Your Total Client Profile

Developing your unique Total Client Profile begins with our first Discovery meeting and the issues we discuss during that important encounter.

YOUR FINANCIAL VALUES

How does money a role in your life and why it is important to you?

What is your money story?

YOUR FINANCIAL GOALS

What are your (financial and/or life) goals?

What are your priorities?

YOUR RELATIONSHIPS

What are your most important relationships?

How have they impacted your life?

YOUR ASSETS

What are your major assets?

How have they been acquired?

YOUR ADVISORS

What professional advisors are you currently working with?

Who have you worked with in the past?

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YOUR PREFERRED PROCESS

What type of process do you prefer when working with a professional advisor?

What hasn't worked for you in the past?

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YOUR INTERESTS

What are your most valued personal interests?

What do you love to do/experience?

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THE WELLACRE WEALTH PROCESS

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What We Do

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THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

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.

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Retirement Is Right Around the Corner

In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone.



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Wellacre Global Wealth Advisors, Financial Planning Consultants, Santa Monica, CA