About Us

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 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.

Rita M. Lingwood, JD

Rita iRita M. Lingwood, JDs an accomplished Estate Planning Attorney and has spent the last 15 years doing estate planning, probate, guardianships, conservatorships and real estate transactions in her own practice.

Rita began her career in estate planning since 2001. She earned her law degree from Lincoln Law School in 2000. Rita is licensed to practice law in the state of California.

Rita has in the past also acted as consultant to, and trained executives and trade associations to ensure that their organizations and boards function effectively. She was the cofounder of a national division for a major title company; founded and organized several trade organizations; and has held management positions in both operations and sales prior to becoming an attorney.

Past member of the American Bar Association, the Estate and Probate Section of Sacramento County Bar, Real Estate Section of Sacramento County Bar and Women Lawyers of Sacramento.

Rita resides in Sacramento, California and enjoys spending time with friends, attending music festivals in the tri-county area, and takes care of her “furry family” of three cats.