WellAcre Global Wealth Advisors

Financial Planners, Financial Consultant, Financial Advising

520 Broadway #200, Santa Monica, CA 90401

Reviews for WellAcre Global Wealth Advisors

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  • Nov 2023

    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!

  • Nov 2023

    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.

  • Nov 2023

    Adam and his team at WellAcre have been the best partners as we plan for our future. They take great care to look at our goals and situation to create a plan that is actionable and attainable. I recommend him to anyone that is looking for an expert to help navigate the confusing world of investing and wealth management.

From WellAcre Global Wealth Advisors

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.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

WellAcre Global Wealth Advisors

520 Broadway #200, Santa Monica

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