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.

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
Adam Scott is Quoted in Financial Planning: " How to retire abroad: What to consider and how advisors can help"
WellAcre Global Wealth Management is an Accredited Member of the Better Business Bureau
Adam Scott is Quoted in InvestmentNews: "Financial planning for a Hollywood strike"
Adam Scott is Quoted in Financial Advisor Magazine: "Bubbles, Taxes And ETFs"
Adam Scott is Quoted in BQ Prime by Bloomberg
"Someone is sitting in the shade today because
someone planted a tree a long time ago. "
— WARREN BUFFET
Our Trusted Affiliates




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 ADVISORS
What professional advisors are you currently working with?
Who have you worked with in the past?
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?
YOUR INTERESTS
What are your most valued personal interests?
What do you love to do/experience?
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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.