Estate Planning, Tax Planning and Legal Services


WE Alliance Wealth Advisors principal, Terry D. Wheeler, has an extensive background in estate planning, tax planning, Medi-Cal planning and related topics. Our advisors all receive education in these areas and each advisor is free to work with your existing attorney or to employ the expertise of Mr. Wheeler’s law firm called Strategic Wealth Legal Advisors, Inc. At SWLA they believe and teach about concepts in revocable trust planning that clearly go beyond the basics. They teach clients and help them create plans that offer the following:

  • Avoid Probate
  • Minimize estate, capital gains, and income taxes
  • Create remarriage and bloodline protection to protect your beneficiaries after the first spouses dies and potentially gets remarried
  • Provide Divorce Protection to your beneficiaries (invisible and does not require a pre-numptual)
  • Provide Asset Protection to your beneficiaries
  • Plan for Guardianship for minor children
  • Protect your beneficiaries from themselves (on average they spend in less than 2 years)

Learn more at www.strategicwealthlegal.com.

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.

CA Insurance License #0A89858

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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.