WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA - Santa Monica, California

Overview of WellAcre Global Wealth Advisors

WellAcre Global Wealth Advisors, located at 520 Broadway #200, Santa Monica, CA 90401, United States, stands out as a trusted name in financial planning and advisory services. With the address 310-220-4946 for direct contact and a comprehensive online presence at wellacrewealth.com, they offer a wealth of resources for anyone seeking to navigate the complex world of finance with confidence and clarity.

Specialties and Services

The firm specializes in providing expert financial advice, planning, and consulting services. Their team of certified financial planners is dedicated to helping clients achieve their financial goals through personalized strategies. Key specialties include: Financial planning, investment advice, and tailored wealth management solutions. With a focus on on-site services, clients benefit from personalized attention and direct communication, ensuring a smooth and efficient planning process.

Accessibility and Convenience

WellAcre Global Wealth Advisors prides itself on being wheelchair-accessible, ensuring that all clients, regardless of mobility, can attend consultations without hassle. The accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet at their location at 520 Broadway #200, Santa Monica demonstrate their commitment to inclusivity and customer comfort.

Client Opinions and Experience

Client satisfaction is evident through glowing reviews on Google My Business, with a 5/5 average opinion. Many reviews praise the thoroughness and enthusiasm of advisors like Adam, who is noted for his deep investment understanding and responsiveness. Clients appreciate the firm's commitment to detailed analysis and proactive engagement, making the process of financial planning both thorough and enjoyable.

Contact Information and How to Get Started

For those considering seeking professional financial guidance, WellAcre Global Wealth Advisors offers an excellent starting point. Their website, wellacrewealth.com, provides a wealth of information for potential clients to explore their services and understand the value they bring to the table. The phone number 310-220-4946 is readily available for inquiries, and the accessible location makes it easy to meet with their team.

👍 Reviews of WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA

Philippa R.

5/5

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

Susan K.

5/5

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.

Hannah C.

5/5

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!

Joey T.

5/5

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.

Oliver S.

5/5

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.

Paul R.

5/5

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.

5/5

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.

Marina B.

5/5

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.