WellAcre Global Wealth Advisors is a fee-only financial advisory firm based in Santa Monica, California. Founded by Adam Scott, CFP®, the firm describes its mission as helping families manage wealth thoughtfully and build plans that can be followed over time. WellAcre says it works especially well with business owners and people in the entertainment and film industries, while offering services for individuals and families seeking comprehensive financial guidance.

Its services include financial and retirement planning, asset management, investment guidance, tax and estate planning, insurance planning, and socially responsible and ESG investing. The firm also offers specialized planning for small businesses and entertainment professionals, along with a goals-based wealth plan and a consultative process designed around each client’s circumstances. Its discovery process explores clients’ values, goals, relationships, assets, professional advisers, preferred working style, and interests.

WellAcre provides educational resources including articles, podcasts, videos, webinars, calculators, glossaries, and tax guides. Prospective clients can schedule a complimentary introductory meeting to discuss their goals and determine whether the firm’s services are a fit.