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 principals established early on have remained thorough counseling to meet the individual goals. Not long after the establishment of the firm, a formal updating system was implemented to address the changing needs of our clients. This was a new approach to providing clients with outstanding services not offered in traditional estate planning firms. Attorneys of the firm are committed to providing the most cutting- edge strategies needed to solve the wealth planning goals of our clients.
Terry D. Wheeler, J.D.
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. His education includes a Bachelors of Science degree in Financial Planning from San Diego State University and a Juris Doctor Degree in Law from the University of the Pacific McGeorge School of Law. He is also a post doctorate graduate of the Esperti Peterson Advanced Wealth Strategies program, which is now associated with Michigan State University.
Terry is a frequent lecturer and instructor on wealth accumulation, 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 is known nationally.
Member 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. Terry is licensed to practice law in the state of California.
Terry resides in Sacramento, California, where he enjoys spending time with family and friends, remodeling vintage homes, and all the wonderful outdoor activities the local area has to offer.
Kathryn Nelson
Kathryn is an Estate Planning Attorney, with an emphasis in Revocable Trust Planning, Trust Settlement, Administration and Probate.
Kathryn’s education includes a Bachelor of Arts Degree in Political Science from the California State University at Chico and a Juris Doctor from the University of the Pacific, McGeorge School of Law, with a concentration in Taxation Law.
Kathryn is a member of the California State Bar Association and is licensed to practice law in the State of California. She resides in Sacramento, where she enjoys spending time with her family and friends.
Jonathon Cherne
Jonathon is an Estate Planning & Tax Attorney in Sacramento, California. He graduated Magna Cum Laude from Southern Adventist University with a BA in Accounting. Following graduation, Jonathon began a career in accounting, working for Bridgestone Tires in their corporate accounting department. After obtaining his CPA license, Jonathon decided to go to law school at Pepperdine School of Law. While at Pepperdine, Jonathon clerked for Dean Ken Starr. He graduated from Pepperdine School of Law with his JD degree and a Certificate in Dispute Resolution.
Jonathon is licensed to practice law in the State of California and is also a Certified Public Accountant. Additionally, he is a member of the California State Bar Association and Adventist Lawyers.
Jonathon lives in Carmichael, California where he enjoys biking the American River Trail. He also enjoys scuba diving and traveling. He has been to 6 continents and over 30 countries.