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

WellAcre Global Wealth Advisors: A Trusted Certified Financial Planner in Santa Monica, CA

WellAcre Global Wealth Advisors is a renowned Certified Financial Planner located in Santa Monica, CA, offering top-notch financial advisory services. With a dedicated team of experts, they provide personalized financial plans and solutions to help clients achieve their financial goals. Their office is conveniently situated at 520 Broadway #200, Santa Monica, CA 90401, United States, and can be reached through their phone number 310-220-4946 or by visiting their website at wellacrewealth.com.

Specialties and Services

• Financial advisor: WellAcre Global Wealth Advisors offers professional financial advice to help clients manage their finances effectively.
• Financial Planner: The company specializes in creating personalized financial plans to meet the unique needs of their clients.

Other Points of Interest

In addition to their exceptional services, WellAcre Global Wealth Advisors provides on-site services and ensures accessibility for all clients by offering wheelchair-accessible facilities, including a wheelchair-accessible car park, entrance, and toilet.

Client Opinions and Reviews

With a strong reputation and a 5/5 average rating based on 20 reviews on Google My Business, WellAcre Global Wealth Advisors has gained the trust of numerous clients. One satisfied client, Philippa from Santa Monica, praises the firm's commitment to understanding their clients' needs and providing personalized, comprehensive financial advice. Adam, a key advisor, is known for his thoroughness, enthusiasm, and prompt responsiveness to client queries.

Final Recommendation

If you are seeking a reliable and experienced financial advisor in Santa Monica, CA, WellAcre Global Wealth Advisors is an excellent choice. With their expertise, personalized approach, and exceptional service, they can help you achieve your financial goals. We highly recommend visiting their website or contacting them directly at 310-220-4946 to learn more about their services and how they can assist you in managing your finances.

👍 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.