WE Alliance Wealth Advisors

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Protect Your Wealth. Preserve Your Legacy.
Plan With Purpose.

Your trusted partners for over 30 years

Proudly providing client-first wealth education in portfolio management,
wealth accumulation, and tax and estate planning for over 30 years.

Students of our comprehensive financial education:

Committed to lifelong learning and building client-first strategies:

Wealth Management and Retirement Planning

Learn how adding Defense and Proactive Planning can
increase performance and decrease stress during retirement.

Define Outcome Investing

Learn to add Defense and to systematically Buy the Dips to
Decrease Risk and Increase Returns.

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Roth Conversion Strategies
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Other Strategies
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Business Planning
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Comprehensive Financial Planning
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Social Security Maximization
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Advanced Estate & Tax Planning
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Insurance Protective Services
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Education Planning
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Meet Our Founder & CEO Terry Wheeler

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
Terry Wheeler
JD, CFP®
Justin Bougher
Rodney Thompson
Brad Nease

About Us

For over 30 years, WE Alliance Wealth Advisors has helped individuals and families protect their wealth, plan for retirement, and build lasting legacies. Based in California and serving clients statewide, we specialize in working with high-net-worth individuals, particularly those in their 50s, 60s, and 70s, who want proactive tax planning, long-term income strategies, and multigenerational financial security. Our approach is values-based, family-focused, and fully integrated so every part of your financial life works together with purpose and clarity.

About Us

Get Started in 3 Easy Steps

Get your no-cost retirement evaluation meeting

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Review your plan

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Enlist our expertise.

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GET STARTED now
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Introducing your WE Alliance Wealth Vault:

If something were to happen, would your spouse, family, or loved ones know how to carry out your carefully crafted planning?

All too often, families are left scrambling, woefully unprepared to step into your shoes to implement your planning.

But for WE Alliance clients, our innovative Wealth Vault and "One Page Plan" process summarizes each key area of your plan, so your family can easily access the way you’ve prepped for

  • Volatile markets
  • Your proactive tax strategies
  • Protection from outliving your money
  • Plans for social security
  • Long term care plans
  • Estate planning
  • And more

Not only is your plan easily accessible and easy to follow, but all of your key documentation is readily available, which is the ultimate key to making your plan successful when it's tested.

Access your WE Alliance Wealth Vault by becoming a client today.

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Recent Blogs

Can This Three-Strategy Portfolio Outperform the S&P 500 and Make Retirement Last Longer?

Executive Summary: WE Alliance’s Three-Strategy Portfolio blends traditional direct equity exposure with an allocation to buffered growth and …

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Want to Protect Your Kids From Losing Their Inheritance in a Divorce? Here’s How

Executive Summary: Fred is real. He’s the future ex-son- or ex-daughter-in-law who could walk away with half of your child’s inheritance. The …

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What Should High-Income Families Actually Do About Education Planning?

Executive Summary: High-income families shouldn’t treat education planning as a separate bucket. From income shifting and asset location to D …

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More blogs

What our clients say

My husband and I have been clients since 2011. I appreciate how wise and faithful to our goals We Alliance has been, including using more downside protection now that we are retired. They have also been great educators for us, and for our grown children!

Helen V.

Terry and his team at Alliance Wealth Advisors do a great job of handling my investments. They are always available to answer questions and go above and beyond to handle all aspects of my account.

Robin B.
You can count on them for help in each and every way. Their wisdom for investing for your personal needs is above and beyond.
Jo C.
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Don’t Let This One Gap Undermine Your Retirement Plan

Download our free resource and discover a simple step that could make a big difference in your retirement strategy.

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