Welcome to WellAcre Global Wealth Advisors, your premier fee-only financial advisor serving the vibrant communities of Santa Monica, Brentwood, Pacific Palisades, and the broader Bay Area. As Certified Financial Planners (CFP®s), we pride ourselves on offering personalized financial strategies to help you achieve your unique financial goals while acting as your fiduciary.
As fee-only financial advisors in the Bay Area, we understand the unique challenges and tax laws that affect the people of California. We can serve as financial advisors in all of California and can easily conduct business remotely for added convenience.
Amid the sun-kissed streets of Santa Monica, we provide tailored financial strategies that embrace the city's vibrant diversity, offering personalized strategies that capture the essence of individual financial dreams against a backdrop of Pacific breezes. Whether you're planning for retirement, navigating complex tax situations, or seeking comprehensive financial guidance, we are here for you.
In Brentwood, where luxurious estates meet innovative businesses, our financial advising services mirror the community's blend of sophisticated planning and entrepreneurial spirit. From investment strategies to retirement planning, we are committed to your financial success. Adam Scott, CFP®, our founder and CEO, often teaches retirement planning workshops at the Brentwood Public Library.
In the coastal elegance of Pacific Palisades, our financial advising services are tailored to match the community's commitment to preserving wealth with a touch of seaside sophistication. Our team understands the specific challenges and opportunities faced by Pacific Palisades residents and provides customized solutions to address them.
Explore our specialized financial solutions tailored for professionals in the entertainment industry. We understand the unique challenges of managing irregular income streams and offer strategic tax planning to ensure financial stability and growth.
At Wellacre, we believe in creating retirement plans as unique as you are. Our customized retirement planning strategies cover everything from investment strategies and pension planning to Social Security optimization. Let us guide you toward a secure and fulfilling retirement.
For business owners, we offer comprehensive financial planning services tailored to your specific needs. Our expertise extends to business succession planning and providing guidance on employee benefits to secure the financial future of both you and your business.
Our proactive tax reduction strategies are designed to maximize your earnings. Through a detailed analysis of your financial situation, we identify tax-saving opportunities, ensuring that you keep more of what you've worked hard to earn.
Wellacre Global Wealth Advisors specializes in estate planning, including estate taxation, wills, trusts, and inheritance planning. We ensure that your assets are distributed according to your wishes, providing peace of mind for you and your loved ones. As estate planning experts, Wellacre conducts regular checkups to ensure you are on track with your financial goals as well.
If you live in the Bay Area, Santa Monica, Brentwood, or Pacific Palisades and are searching for a fee-only, financial advisor (California), look no further! We are here to help as many Californians as possible to make the most of what they have and achieve their financial goals.
Take the next step towards financial security by scheduling a consultation with our expert Certified Financial Planner (CFP®) in Santa Monica, CA, or attending one of our workshops. At WellAcre Global Wealth Advisors, we are dedicated to partnering with you to achieve your financial goals. Contact us today for a consultation and experience the confidence, security, and peace of mind that come with expert financial guidance.
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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