WE Alliance Wealth Advisors traces its roots back to the early 1990’s when its founder, Terry D. Wheeler, J.D. CFP first entered the wealth management business after completing his finance degree with a concentration in Comprehensive Financial Planning from San Diego State University.

Over the years the business has grown and evolved to become one of the top planning firms in the country. Our firm is a very team oriented group of dedicated advisors, financial assistants, and client service coordinators. We believe each team member plays a valuable role in assuring the best client experience and performance possible. What we do for you could not be accomplished without our valued team.