Our team of advisors have taught professionals both locally and nationally in areas of portfolio management, wealth accumulation, tax and estate planning at organizations including the following:
WE have a constant commitment to learning the strategies that benefit our clients.
You're Age 50+
You have over $500,000 in Retirement Savings
But You Have a Questions
"How do I reduce my taxes in retirement?"
"Are my investments going to sustain me throughout my retirement?"
"How do I protect my portfolio when markets crash?"
Get Started in 3 Easy Steps
Get your no cost retirement evaluation meeting
This is a meeting for You. Discover how WE tailor retirement plans based on your unique financial situation. This is available through zoom or in person in our offices. We will start implementing the DOS system.
Review your retirement and planning assessment with us and determine if we’re the right fit for each other. We will have the DOS analysis fully integrated and you will see what WE can do for you.
Enlist our expertise!
Join the We Alliance family and hire us to handle the heavy lifting so you can enjoy retirement!
All Clients Have Exclusive Access To
The WE Alliance Wealth Vault
WE Alliance Wealth Vault was designed and built with a trusted and reputable provider, and has given us the confidence to deliver the highest standard of a digital vault and something that we know will bring you and your family tremendous value, including:
- Bank-grade security and encryption of personal and financial data
- An all-around better way to receive, access, and exchange documents
- Improved collaboration and file sharing with trusted advisors
CASE STUDY # 1
Retirement Planning Journey
Dr. Sarah Smith, a dedicated physician with over three decades of service.
is preparing for her retirement.
As she looks ahead to this new phase of life
Dr. Smith is keen on achieving specific financial and lifestyle goals.
Her primary objectives include reducing stress in...
CASE STUDY # 2
Meet the Zhāng's, a retired couple who have
recently been experiencing financial stress due to the uncertainties
in the financial markets.
They have accumulated a diverse mix of assets
over the years and are seeking solutions to alleviate
their concerns and secure a stable financial future in retirement...
CASE STUDY # 3
Financial Strategy for Wealth Accumulation
Meet Sarah and David, a married couple in their 40s, with five children
ranging from 6 to 12 years old.
Sarah's income as a successful realtor varies
ranging from $100,000 to $500,000 per year.
While David is a dentist with an annual income of $300,000
from his practice.
This case study highlights their...
BLOGS & FEATURED CONCEPTS
3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475
Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.
CA Insurance License #0A89858
WARRANTIES & DISCLAIMERS There are no warranties implied.
WE Alliance Wealth Advisors, Inc. is a registered investment adviser located in Roseville, CA. WE Alliance Wealth Advisors, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WE Alliance Wealth Advisors, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WE Alliance Wealth Advisors, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as WE Alliance Wealth Advisors, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WE Alliance Wealth Advisors, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WE Alliance Wealth Advisors, Inc., please contact the state securities regulators for those states in which WE Alliance Wealth Advisors, Inc. maintains a registration filing. A copy of WE Alliance Wealth Advisors, Inc.’s current written disclosure statement discussing WE Alliance Wealth Advisors, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from WE Alliance Wealth Advisors, Inc. upon written request. WE Alliance Wealth Advisors, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WE Alliance Wealth Advisors, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.