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.
Attorney at Law
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.
Tax Director & Controller
Strategic Wealth Legal Advisors welcomes Jeff Rutherford to our team to lead the firm’s new full service tax office. Jeff grew up in Davis and has recently returned with his family after a career as an officer in the United States Air Force. He has over 20 years management experience and 12 years’ experience in the tax accounting field. Jeff specializes in tax preparation, compliance and planning for high net worth individuals, trusts and estates, closely-held businesses, and non-profit organizations. He is an Enrolled Agent (tax expert/specialist licensed directly by the United States Treasury to practice and represent clients before the Internal Revenue Service with unlimited representation rights). Jeff holds a Bachelor of Science in Accounting from the University of Maryland University College, a Bachelor of Arts in Political Science from California State University, Chico, and a Master of Arts in Computer Resources and Information Management from Webster University. He is currently pursuing his MBA from University of Maryland.
Jeff is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, the National Association of Enrolled Agents and the California Society of Enrolled Agents. He is the current Treasurer and Board Member for Davis Little League baseball, and served as the Treasurer and Chairman for the American Red Cross at Landstuhl Regional Medical Center and Ramstein Airbase in Germany.
In his free time, Jeff enjoys being with his wife Julie (retired Air Force Colonel and attorney), his 12 year old fraternal twin boys Jack and Max, and his Labrador Retriever Teddy. He enjoys hunting, fishing, camping, golfing, weight training and running.