Financial Advisors
Santa Monica, CA
WellAcre Global Wealth Advisors is a Santa Monica-based financial advisory firm led by CFP-certified planners who provide comprehensive wealth management, investment strategy, and financial planning services. They specialize in helping clients build and protect their wealth through personalized strategies tailored to individual goals and life circumstances. The firm combines fiduciary principles with global investment expertise to deliver fee-only advisory services without commission conflicts.
Ideal for: High-net-worth individuals, Pre-retirees and retirees, Business owners, Couples with complex financial situations
Service area: Santa Monica and Greater Los Angeles area
CFP-Certified Planners: Team holds Certified Financial Planner credentials, ensuring professional expertise and adherence to fiduciary standards in financial advice.
Fee-Only Model: Operates on a fee-only basis with no commissions, eliminating conflicts of interest and aligning advisor incentives directly with client success.
Comprehensive Wealth Planning: Provides integrated financial planning covering investments, retirement strategy, tax efficiency, and estate considerations for holistic wealth management.
Address: 520 Broadway #200, Santa Monica, CA 90401
Phone: (310) 220-4946
Website: wellacrewealth.com
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