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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




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

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.   

river dart Devon England
Adam Scott, CFP®
Founder and CEO

"Someone is sitting in the shade today because someone planted a tree a long time ago. "

— WARREN BUFFET
Our Trusted Affiliates

Discover Your Total Client Profile

Developing your unique Total Client Profile begins with our first Discovery meeting and the issues we discuss during that important encounter.

YOUR FINANCIAL VALUES

How does money a role in your life and why it is important to you?

What is your money story?

YOUR FINANCIAL GOALS

What are your (financial and/or life) goals?

What are your priorities?

YOUR RELATIONSHIPS

What are your most important relationships?

How have they impacted your life?

YOUR ASSETS

What are your major assets?

How have they been acquired?

YOUR ADVISORS

What professional advisors are you currently working with?

Who have you worked with in the past?

YOUR PREFERRED PROCESS

What type of process do you prefer when working with a professional advisor?

What hasn't worked for you in the past?

YOUR INTERESTS

What are your most valued personal interests?

What do you love to do/experience?

THE WELLACRE WEALTH PROCESS

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THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

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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© Wellacre Global Wealth Advisors 2020

WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.