We Alliance Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WE Alliance Wealth Advisors Inc. provides discretionary and non‑discretionary portfolio management, separately managed accounts (SMAs offered under the name Strategic Wealth Advisory Group), and financial planning to individual and high‑net‑worth clients. The firm documents client objectives and risk tolerance in an Investment Policy Statement and also offers held‑away retirement account management through a third‑party platform (Pontera).
The firm’s investment approach blends fundamental analysis and modern portfolio theory and employs long‑term trading alongside options strategies (including covered and uncovered positions and spread strategies). WE Alliance constructs model portfolios, emphasizes tax‑aware implementation, and reviews ongoing accounts at least annually while rebalancing both custodial and connected held‑away accounts as warranted.
WE Alliance is notable among similar team advisers for its network of affiliated entities and for acting as a sponsor/manager of private funds — including multiple related private funds and management companies disclosed in its brochure — and for offering legal, insurance, and real‑estate/mortgage services through related entities. That combination of an affiliated legal/insurance capacity, internal fund sponsorship/syndication, an in‑house SMA brand (SWAG), and use of a held‑away platform is uncommon for firms of this size and is disclosed as a potential source of conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees $495 to $10,000
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,500,000: 0.75% annually $2,500,000+: 0.50% annually
$50 to $300 per hour for financial planning
Account minimum: $500,000 (waivable) Fee-only: Financial planning fixed fees between $495 and $10,000, hourly fees between $50 and $300
Main office
3001 Douglas Blvd, Ste. 142
Roseville CA 95661
Advisors at this office
3
Most active in
Arizona · California · Texas · Washington
Also doing business as
Strategic Wealth Advisory Group · We Alliance Wealth Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Rodney T
Series 65
Roseville, CA
We Alliance Wealth Advisors, Inc.
Rodney Thompson is a financial advisor at WE Alliance Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Bankers Life. Outside of finance, he has experience in catering and events through Jackson Catering & Events. WE Alliance Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, employing an investment approach that blends fundamental analysis and modern portfolio theory. The firm offers separately managed accounts and held-away retirement account management, and is known for its network of affiliated entities and sponsorship of private funds.
Justin B
Series 65
Roseville, CA
We Alliance Wealth Advisors, Inc.
Justin Bougher is a financial advisor at WE Alliance Wealth Advisors, Inc. in Roseville, CA, holding a Series 65 designation with nine years of industry experience. He has been with WE Alliance Wealth Advisors since 2015. WE Alliance Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing accounts on a discretionary basis with tailored Investment Policy Statements. The firm’s investment approach integrates fundamental analysis and modern portfolio theory, including strategies such as long-term equity positions, options, and allocations to less liquid investments.
Terry W
CFP®, Series 63, Series 65
Roseville, CA
We Alliance Wealth Advisors, Inc.
Terry Wheeler is a CFP® with 32 years of industry experience, currently serving at WE Alliance Wealth Advisors, Inc. since 2015. He is also the owner and attorney of Strategic Wealth Legal Advisors, a law firm specializing in estate planning. WE Alliance Wealth Advisors provides portfolio management and financial planning to individual and high-net-worth clients, employing a disciplined investment approach that incorporates fundamental analysis, modern portfolio theory, and institutional-style strategies. The firm offers separately managed accounts, uses third-party custodians, and integrates outside accounts into its comprehensive investment oversight.
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