Our Story

Strategic Wealth Legal Advisors was first established in Old Sacramento in 1997 as a new estate planning law firm in the Sacramento area. Although the name has changed over the years, the principles established early on have remained...thorough counseling to meet the individual goals.

In 2002, we found the perfect home for our firm...a charming old Victorian located in midtown Sacramento right across the street from Sutter’s Fort.

We strive to make clients feel comfortable while they are doing their planning and enjoy meeting with them in the office. However, we are also happy to accommodate clients by meeting them in their offices, homes, or other convenient locations.

Our Philosophy

Planning is about people, not the documents. In order for us to do our job well, we need to ask lots of questions and get to know our clients. Estate planning is a collaborative process, not "cut-and-paste" or "fill in the blank."

Relationships are the foundation. Families grow and change over time and so do their estate plans. Our goal is to maintain a partnership to meet our clients’ ongoing needs.

Education is the key. We believe in educating our clients, their chosen helpers, and their professional advisors in order to ensure their estate planning goals will be met and their plan will work effectively.

Our Legacy Legal Services Program enables us to keep in touch with clients, continue to educate them on important issues, keep their plans current, and ensure the cost effective and efficient administration of their estate plan.

Our Attorneys

Terry D. Wheeler, J.D.

Background/Experience
Terry is an accomplished Estate and Wealth Strategist and Planner. He is an Estate Planning Attorney and formerly an adjunct tax professor at U.C. Davis University.

Terry began his career in the financial services industry in 1987. Terry earned a Bachelor of Science degree in Financial Planning from San Diego State University, a Juris Doctorate Degree in Law from the University of the Pacific McGeorge School of Law, and is a post doctorate graduate of the Esperti Peterson Advanced Wealth Strategies program, which is now associated with Michigan State University.

He is a frequent lecturer and instructor on wealth accumulations, wealth preservation, estate planning, charitable planning, and asset protection techniques for attorneys, accountants and financial professionals. He has authored various articles and presentations on these techniques and has been known nationally.

Membership
Terry is a member ember of the American Bar Association, the Estate and Probate Section of Sacramento County Bar, the Financial Planning Association, the National Association of Enrolled Agents, and the National Network of Estate Planning Attorneys.

Licenses
Terry is licensed to practice law in the state of California.

Personal
Terry resides in Granite Bay, California with his wife and two daughters, and enjoys remodeling vintage homes and spending time doing all the wonderful outdoor activities the local area has to offer.

B. Wes Nielsen, J.D.

Background/Experience
Wes is an accomplished Estate and Business Planning Attorney. He has extensive experience in the fields of asset protection, business continuation and charitable gifting. He has authored numerous articles for national publication.

Wes started his career in the estate and financial services industry with a small local insurance firm in 1985. His education includes a Bachelors of Science degree in Business Administration, with a concentration in Finance and a minor in Economics from California State University of Sacramento, Wes earned a Juris Doctorate Degree in Law from the University of the Pacific McGeorge School of Law.

He is a frequent lecturer and instructor on estate and gift taxation, business continuation planning, charitable planning, asset protection, financial planning for insurance and financial professionals. He has authored several instructional courses approved for continuing education credit by the California Department of Insurance.

Membership
Wes is a member of the American Bar Association, the California State Bar, the Estate and Probate Section of the Sacramento County Bar, and Associate member of the National Network of Estate Planning Attorneys.

Licenses
Wes is licensed to practice law in the state of California, and he is licensed to practice law in the Federal Court Eastern District of the state of California.

Personal
Wes resides in Sacramento, California where he enjoys boating in the summer and skiing in the winter.

Cecilia Tsang, J.D

Background/Experience
Cecilia is an estate planning attorney, with an emphasis in revocable trust planning.

Cecilia’s education includes a Bachelor of Arts Degree in Political Science from the University of California, Davis, and also a Juris Doctorate Degree in Law from the University of California, Davis.

She is a frequent lecturer and instructor on estate planning basics, including basic revocable trust planning, disability planning, guardianship planning, estate tax planning techniques, and asset protection. Her practice is centered around revocable trust planning.

Membership
Cecilia is a member of the American Bar Association and the California State Bar Association.

Licenses
Cecilia is licensed to practice law in the State of California.

Personal
Cecilia resides in the Sacramento area where she enjoys spending time with family and friends and engaging in various sports activities.

Eric L. Sayre, J.D.

Background/Experience
Eric is an estate planning attorney, with an emphasis in revocable trust planning, trust settlement, administration, and probate.

Eric began his career in the legal field in 1994 working in his family’s law practice as a legal assistant. His education includes a Bachelor of Arts Degree in Political Science from the University of California at Berkeley, and a Juris Doctorate Degree in Law from the University of the Pacific, McGeorge School of Law, with a concentration in Taxation Law.

He is a lecturer and instructor on estate planning basics, including basic revocable trust planning.

Membership
Eric is a member of the American Bar Association and the California State Bar Association.

License
Eric is licensed to practice law in the State of California.

Personal
Eric resides in Sacramento, California where he enjoys time with his family and friends, bowling, mountain biking, and lives life’s adventures.