“Someone is sitting in the shade today because someone planted a tree a long time ago. “
— WARREN BUFFETGET STARTED TODAY
Your Wealth, Well PlannedFEE-ONLY FINANCIAL ADVISOR | SANTA MONICA, CAWellAcre Global Wealth Advisors provides tailored wealth management, customized financial planning, and decades of experience in tax planning and risk management.
— WARREN BUFFET
GET STARTED TODAY
MEET OUR TEAM
DISCOVER OUR SERVICES
EXPLORE OUR BLOG
SPEAK TO AN ADVISOR
COMPREHENSIVE WEALTH MANAGEMENTAs 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 PLANNINGRETIREMENT PLANNINGASSET MANAGEMENTTAX PLANNINGESTATE PLANNING
LEARN MORE ABOUT THE WELLACRE WEALTH PLANSCHEDULE A DISCOVERY MEETING
OUR STORYA message from the founderThe 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.
READ THE WELLACRE HISTORY
Adam Scott, CFP®Founder and CEOMEET OUR TEAMLEARN MORE ABOUT OUR SERVICES
Our Trusted Affiliates