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Estate Planning, Tax Planning and Legal Services


Discover peace of mind and safeguard your legacy with WE Alliance Wealth Advisors. Led by principal Terry D. Wheeler, a seasoned expert in estate planning, tax planning, and Medi-Cal planning, our team is dedicated to empowering you with strategic financial solutions.


At WE Alliance Wealth Advisors, we prioritize in-depth education and expertise in critical areas such as estate planning and tax strategies. Our advisors undergo specialized training, ensuring they are well-equipped to collaborate with your existing attorney or leverage the insights of Mr. Wheeler's esteemed law firm, Strategic Wealth Legal Advisors, Inc. (SWLA).

SWLA goes beyond the fundamentals of revocable trust planning, imparting advanced concepts to our clients. Through our services, you can expect the following benefits:

Probate Avoidance:

Craft a plan that circumvents the complexities of probate, ensuring a seamless transfer of assets.

Tax Minimization:

Strategically minimize estate, capital gains, and income taxes, preserving your wealth for future generations.

Remarriage and Bloodline Protection:

Safeguard the interests of your beneficiaries, especially in the event of remarriage after the passing of a spouse.

Divorce Protection:

Provide invisible yet robust protection for your beneficiaries, eliminating the need for prenuptial agreements.

Asset Protection:

Ensure the lasting financial security of your beneficiaries through comprehensive asset protection strategies.

Guardianship Planning:

Plan for the well-being of minor children with thoughtful guardianship arrangements.

Safeguarding Beneficiaries:

Protect your beneficiaries from potential financial mismanagement, creating a lasting impact beyond the average 2-year spending pattern.

Our commitment is to guide you through a personalized and thorough planning process, addressing your unique needs and aspirations. Reach out to WE Alliance Wealth Advisors today to embark on a journey towards secure and optimized financial planning.

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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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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 – 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.