Reviews

Casey E. - Google Review ⭐⭐⭐⭐⭐ 

My partner and I have been clients of Adam for several years, and we couldn’t be more pleased with the exceptional service he and his team provide. They are consistently attentive to our needs, and we have complete confidence in Adam's ability to make the best financial decisions on our behalf. Adam and his team do an excellent job of keeping us informed, and after every meeting, we always feel reassured and positive about how our investments are being managed. 

What truly sets Adam apart is his deep knowledge of the entertainment industry, which has been invaluable for us. His understanding of the unique financial challenges and opportunities within this space has made a huge difference. We highly recommend WellAcre to anyone in the entertainment industry looking for a financial advisor who genuinely understands their specific needs.

Marina B. - Google Review ⭐⭐⭐⭐⭐ 

It is a pleasure to recommend WellAcre Global Wealth Advisors, the company's head Adam Scott, and the entire team for their outstanding service, superb customer care, and unwavering probity. I feel fortunate to be in their capable hands. They are not only experts in the field, but genuinely warm and dedicated people who do their utmost to steward their clients. There is never a moment of falling through the cracks, missed communication, or negative interaction. I feel like part of an extended family for whom my well-being, both financial and personal, is of sincere importance. I endorse them without reservation and with true enthusiasm.

Rebecca F. - Google Review ⭐⭐⭐⭐⭐ 

Adam Scott and team are everything you would want as the people in charge of your investments and, of course, future. Unlike other firms who are in it for the commission (and I speak from experience), everyone at WellAcre cares deeply about who you are, where you are in life, and what you want your future to look like. I cannot recommend them highly enough.

Hughes W. - Google Review ⭐⭐⭐⭐⭐ 

Without reservation, I can say that Adam Scott saved my financial life. Thanks Adam

Abigail C. - Google Review ⭐⭐⭐⭐⭐ 

WellAcre Global Wealth Advisors is a stellar financial advisory firm. The assistance and guidance they have provided for these past many years has gone above and beyond my expectations. Not only are they attentive and responsive, but they are proactive and always think about what is in my best interest. They have provided services to not only my personal financial portfolio, but also with my business. They never cease to amaze me with their knowledge and willingness to help out in any way possible. They are simply THE BEST!

Geoff A. - Google Review ⭐⭐⭐⭐⭐ 

I have been a client for 4 years now and have been very impressed with Adam and his team’s high level of technical experience, professionalism, attention to detail and prompt communication.

It is rare that I come across great customer experience. Wellacre is exceptional! Thank you!

Paul R. - Google Review ⭐⭐⭐⭐⭐ 

We would like to express our heartfelt gratitude to Adam Scott and WellAcre Global Wealth Advisers. Adam has been our financial advisor for many years. He is highly ethical and his expert guidance, financial planning and sophisticated tax strategies have transformed our financial lives. He is passionately dedicated to his clients, and the results have far exceeded our expectations. Thank you Adam!

Diane C. - Google Review ⭐⭐⭐⭐⭐ 

Adam and his team are a pleasure to work with. They answer my questions promptly with personalized informative feedback. With WellAcre in my corner, I feel confident that I will continue to live comfortably throughout my retirement.

Susan K. - Google Review ⭐⭐⭐⭐⭐ 

I'm so happy I found Adam and the Wellacre team. They're awesome! Really knowledgable and helpful. I don't lose sleep over my investments anymore because I can trust the integrity of Wellacre Global Wealth to look out for my best interests. Thank you Adam and the Wellacre team.

Fabienne R. - Google Review ⭐⭐⭐⭐⭐ 

I feel safe and heard with WellAcre. My finances are handled with much thought and care. I appreciate the personal attention and interest in my goals and plans for the future. Adam Scott is a man of great integrity and I trust him and his team to ALWAYS have my back.

Philippa R. - Google Review ⭐⭐⭐⭐⭐ 

Adam is a most thorough and informative advisor, who invests himself deeply in the minutiae of our situation, and appears to have genuine enthusiasm for the subject of investment, and related matters. Always responsive to queries, and happy to look into prospective plans, he is a pleasure to work with.
Philippa
Santa Monica

Joey T. - Google Review ⭐⭐⭐⭐⭐ 

Adam has a first class mind about finances. I've always been impressed with his ability to leverage his expertise and years of experience alongside his earnest curiosity and quest for more knowledge of available financial products, all in in service to my financial goals.

Albert C. - Google Review ⭐⭐⭐⭐⭐ 

We’ve been with Adam and his team since 2015 and Abi and I highly recommend his services. Adam has helped us not only in financial matters but personal as well, such as recommending accountants, bookkeepers and Living trust professionals. We’ve been very happy with Adam and WellAcre Global!

Kendall M. - Google Review ⭐⭐⭐⭐⭐ 

We appreciate the personal attention and detail Adam provides us in our meetings! I was initially skeptical but Adam's work ethic and results have won me over!

Hannah C. - Google Review ⭐⭐⭐⭐⭐ 

I’ve been with WellAcre for a couple of years now, and have nothing but great things to say about Adam and his team. They are attentive, responsive, forward-thinking, and an overall pleasure to work with. I highly recommend them!

Shannon M. - Google Review ⭐⭐⭐⭐⭐ 

Very attentive, perceptive, and accurate. Truly worth their weight in gold!

Judith O. - Google Review ⭐⭐⭐⭐⭐ 

WellAcre Global will meet all your goals. We have fruitful discussions. They ask the right questions. And all in all are extremely attentive.

Isabelle S. - Google Review ⭐⭐⭐⭐⭐ 

I've been with WellAcre from the beginning and love their services! The staff is incredibly kind and Adam Scott is wonderful to work with as a financial planner.

Oliver S. - Google Review ⭐⭐⭐⭐⭐ 

Biased because Adam is my father, but he eats, sleeps and breathes finance and wealth management. I can say firsthand that he cares immensely about his clients, works his tail off and is as honest as they come.

Shawn Z. - Google Review ⭐⭐⭐⭐⭐ 

Adam and his crew have been crucial in our investing and their concern about our future. Wish I would have started with him sooner than I did!

Wayne H. - Google Review ⭐⭐⭐⭐⭐ 

We have found that Wellacre is well managed, a reliable investment advisor, and always honest with us. I recommend them highly!

Julian S. - Google Review ⭐⭐⭐⭐⭐ 

WellAcre has played an essential role in my retirement planning and investment management over my entire career, as I managed debt from graduate school, optimizing my ROTH IRA, and maximizing my mega backdoor 401K.

Best fee-only ethical financial planning and tax expertise you can find.

Disclaimer:

The testimonials/reviews displayed on this website are from current clients of WellAcre Wealth Management. No compensation was provided in exchange for their statements. The experiences shared may not be representative of the experience of all clients and are not a guarantee of future performance or success. Testimonials are intended to represent client satisfaction and do not reflect specific investment outcomes.