Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Estate Planning Blind Spot
About this episode
Terry Wheeler discusses integrated wealth planning and estate strategies at WE Alliance Wealth Advisors.
WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler’s book “Laugh When the Market Crashes” is a must read book outlining this investment approach. The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space. Learn more: https://weriaadvisors.com/ Buy the book at www.LaughWhenTheMarketCrashes.com Advisor Coaching at www.StrategicWealthLegal.com Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance…
More episodes of Business Innovators Radio
- Interview with Derek Notman Founder & CEO of Couplr
- Interview with Justin Woodbury founder of Beyond The IMO
- Interview with Alex Khassa Founder and CEO of Clients Blackbox
- Dr. John Gray – Best-Selling Author – Mark Stephen Pooler
- Interview with Ben Green Co-Founder of Ready2Retire & Author of Retire Rich in the New Economy
- Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Retirement Income Blind Spot
Explore listener stats, chart rankings, contacts and more on the Business Innovators Radio podcast page.