Book Appointment

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?"

Lets begin a Conversation

Get Started in 3 Easy Steps

Step #1

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.

Step #2

Contemplate it

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.

Step #3

Enlist our expertise!

Join the We Alliance family and hire us to handle the heavy lifting so you can enjoy retirement!

Get Started Now

All Clients Have Exclusive Access To

The WE Alliance Wealth Vault

Unparalleled organization and communication of your plan to each other and to loved ones is the aim of the WE Alliance Wealth Vault.  At WE Alliance, we understand that the success or failure of your plan cannot be measured until its tested.  This testing happens most commonly during times of stress on your portfolio and during critical life events. 
Would your spouse, family, and loved ones know what to do for you and how to carry out your carefully crafted planning or would they be scrambling to figure out what to do?  All too common families are scrambling to help as best they can but they are woefully unprepared to step into your shoes to implement your planning. 
Our innovative Wealth Vault and "One Page Plan" process summarizes for you each key area of your plan including how you have prepped for volatile markets, your pro-active tax strategies, how your protected from outliving your money, your plan for social security, your long term care plan, your estate plan and more.  Not only is your plan easily accessible and easy to follow but all of your key documentation is readily available.  This level of organization and preparation is key to making your plan successful when its ultimately tested.     


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

Retirement Planning 
Case Studies


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...

Continue Reading ->


Retirement Financial
Stress Relief

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...

Continue Reading ->


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...

Continue Reading ->


Funding Your Trust: Don't Let Your Estate Plan Go Up In Smoke

May 26, 2023

FDIC Insurance: Understanding Coverage and Maximizing Benefits

Mar 23, 2023

Get Your Free Assessment

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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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 – 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.