Our Approach

At WE Alliance Wealth Advisors our financial planning firm was founded on the investment premise that downside protection was and is critical to each investor and that income is a key component to successful investing.

Warren Buffet has famously stated that there are two rules for investing, “Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1.” People simply work far too hard for their money to have it needlessly evaporate due to stock market downturns. This is especially true in retirement as there may not be enough time, emotional fortitude or resources, to climb back to the level a retiree needs to sustain their desired standard of living.

We are proud of our rich history of protecting clients in turbulent stock markets and in providing quality income oriented investment opportunities. The tools, strategies and proprietary solutions we utilize, have served our clients and protected them in down markets while allowing them to capture growth and income opportunities in the good markets.

We offer a fiduciary approach to investing with full transparency of our costs for planning. Our portfolios range from extremely conservative to moderately aggressive and we maintain a two tiered focus; first, we are biased toward income producing investments and second we invest in the stock market primarily with strategies that give downside protection.

We look forward to the opportunity to illustrate how these strategies can benefit your future and give you piece of mind. We hope to earn your business for years to come.

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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