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“Someone is sitting in the shade today because someone planted a tree a long time ago. “
— WARREN BUFFET
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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
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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.
FINANCIAL PLANNING
RETIREMENT PLANNING
ASSET MANAGEMENT
TAX PLANNING
ESTATE PLANNING
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.
FINANCIAL PLANNING
RETIREMENT PLANNING
ASSET MANAGEMENT
TAX PLANNING
ESTATE PLANNING
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OUR STORY
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
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