Welcome to WE Alliance Wealth Advisors, Inc.

Welcome to WE Alliance Wealth Advisors, Inc.

 

WE Alliance Wealth Advisors Inc. was created to offer a customized, fiduciary based approach to individuals’ and companies’ wealth planning needs. We provide a comprehensive, integrated wealth management experience that is empowering to each client and one which alleviates many of the fears that traditionally accompany investing.

We take a very comprehensive, but simple, three phase approach to planning. This process results in a fully integrated investment, tax and legal plan that reflects each client’s individual goals.

ALIGNMENT OF INTERESTS

Wall Street has simply failed most investors due to complicated fee structures and rampant conflicts of interest.

Studies have consistently shown an increase in performance and often a decrease in risk when there is an alignment of interest between each client and each member of their investment team.  In fact, this is a key element in most institutional portfolios such as those utilized by the Yale Endowment.  Institutional investments are overwhelmingly guided by fiduciaries; not sales people.

What is a Fiduciary?  Watch this fun video to learn the important difference between a fiduciary and the typical Wall Street broker or insurance agent.

 

We believe individuals should also be guided by Fiduciaries who exhibit that same level of commitment and alignment of interest as institutions demand.  WE Alliance Wealth Advisors, Inc. has adopted a fiduciary approach to investing.

WE Alliance is a Registered Investment Advisory firm and we have a fiduciary obligation to each client to act in their best interest.  Advisors at WE Alliance are compensated the same amount regardless of product or portfolios employed.  Further, our founding principal and most of our advisors invest in the same great strategies and investments as we recommend to our valued clients.

Because we are not married to a specific Wall Street product, we can deliver a superior investor experience and we can utilize proper tools and not just those tools that pay the most to the advisor.  It results in a dramatically improve client experience.

ABOUT US

WE Alliance Wealth Advisors traces its roots back to the early 1990’s when its founder, Terry D. Wheeler, J.D. CFP first entered the wealth management business after completing his finance degree with a concentration in Comprehensive Financial Planning from San Diego State University.

 

Over the years the business has grown and evolved to become one of the top planning firms in the country.  Our firm is a very team oriented group of dedicated advisors, financial assistants, and client service coordinators.  We believe each team member plays a valuable role in assuring the best client experience and performance possible.  What we do for you could not be accomplished without our valued team.

OUR SERVICES

WEALTH MANAGEMENT AND RETIREMENT PLANNING

COMPREHENSIVE FINANCIAL PLANNING

INSURANCE PROTECTIVE SERVICES

ESTATE PLANNING, TAX PLANNING AND LEGAL SERVICES

SOCIAL SECURITY MAXIMIZATION

EDUCATION PLANNING

BUSINESS PLANNING

ROTH CONVERSION STRATEGIES

OTHER STRATEGIES

Contact Us
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3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475

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Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.

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