WellAcre Global Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

WellAcre Global Wealth Advisors is a financial services firm based in Santa Monica, California, offering tailored wealth management, comprehensive financial planning, and expertise in tax planning and risk management. The company focuses on delivering personalized guidance and tools for clients, with a particular emphasis on entertainment professionals, leveraging the founder’s background in the industry to address the distinctive financial needs and time constraints of those working long hours. Its services span estate and retirement planning, risk management, portfolio management, stock and executive compensation planning, and real estate and mortgage guidance, aimed at helping clients preserve and grow wealth over time. The firm positions itself within the wealth advisory space as a knowledgeable partner capable of integrating investment strategy with tax efficiency and risk considerations. A recent development noted is the launch of the Red Carpet Retirement Podcast, introduced in October 2022, reflecting its interest in expanding client education and outreach.

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