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WellAcre Global Wealth Advisors
- Investment Service
- Santa Monica, CA
About this business
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.
Location details
520 Broadway, Suite 200, Santa Monica, CA, 90401, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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, b... read more
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 B... read more
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!
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.
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.
Frequently asked questions about WellAcre Global Wealth Advisors
How is WellAcre Global Wealth Advisors rated?
WellAcre Global Wealth Advisors has a 5 star rating with 13 reviews.
When is WellAcre Global Wealth Advisors open?
WellAcre Global Wealth Advisors is closed now. It will open on Thursday at 8:00 a.m.