Financial Planners in Santa Monica

“Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.“

“I used to work for the NM SM team and was a client long before that. I cannot say enough good things about Devin, his team and the advisors in the office.“

“WellAcre Global Wealth Advisors is a stellar financial advisory firm. The assistance and guidance they have provided for these past many years has gone above and beyond my expectations. Not only are they attentive and responsive, but they are proactive and always think about what is in my best interest. They have provided services to not only my personal financial portfolio, but also with my business. They never cease to amaze me with their knowledge and willingness to help out in any way possible. They are simply THE BEST!“