Wellacre Global Wealth Advisors

WellAcre Global Wealth Advisors provides investment advisory and planning services to individuals (including high‑net‑worth clients), trusts, pension plans, and business entities. Its service offerings include discretionary asset and comprehensive portfolio management, standalone financial planning and consulting, retirement plan consulting, and recommendations of fee‑based annuities.

The firm combines multiple methods of analysis—fundamental, quantitative, technical, sector and cyclical analysis—into tailored asset allocation strategies (strategic, dynamic, tactical and core‑satellite) and actively monitors and rebalances portfolios. Portfolios may include individual stocks, bonds, ETFs, mutual funds, options, REITs and other public or private securities, and the firm discloses use of tools and strategies such as duration management for fixed income as well as margin, short sales and options where appropriate.

Compared with many peers of similar size, WellAcre manages roughly $104.3 million in discretionary assets while offering a broader-than-typical mix of services and trading capabilities, including corporate‑level planning (cost segregation, corporate structure and real estate analysis), fee‑based annuities, and model-driven quantitative analysis. The firm also provides ERISA‑oriented retirement plan consulting and participates in an institutional custodian program that delivers research and execution benefits—arrangements the brochure discloses as potential conflicts of interest.