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Strategic Wealth Legal Advisors

Connect with Terry Wheeler :

http://www.strategicwealthlegal.com
1-800-355-8174
[email protected]
LinkedIn: Terry Wheeler:   / terry-wheeler-jd-cfp  
Facebook: WE Alliance Wealth Advisors, Inc:   / wealliancewealthadvisors  

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

30 years of wealth building in 30 minute episodes.

About WE Alliance:

WE (Wealth Education) Alliance is a fully integrated wealth advisory team that has been transforming the financial futures of high net worth retirees for over two decades.

Drawing on our nationally-recognized expertise, our singularly integrated approach, and our ability to protect the financial wellbeing of our clients, we have built an exceptional community by educating and empowering the people we serve to retire with confidence.

We are passionate advocates for taking care of our clients the best we can. Our ultimate goal is to provide more security, peace of mind, and prosperity to the professionals who have given so much to the world, because we’ve seen how the right financial strategies secure futures, create long-lasting legacies, and impact generations.

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