About Strategic Wealth Legal Advisors
Strategic Wealth Legal Advisors began in Old Sacramento in 1997 with a simple yet powerful mission: to provide families and business owners with a better way to plan for their future.
While our name has evolved over the years, our core philosophy hasn’t changed. We believe legal planning should go beyond documents. It should reflect your values, protect the people you love, and give you confidence today and for generations to come.
From the very beginning, we’ve taken a proactive approach to estate planning. We were among the first in the region to offer a formal client update system, ensuring your plan keeps up with life’s changes. We’ve also led the way in integrating advanced tax strategies, asset protection tools, and business succession planning into a cohesive, human-centered approach.
Our attorneys work closely with every client to understand the whole picture: your family, your finances, your long-term goals, and your values. We’re here to help you solve real-world problems with forward-thinking strategies that stand the test of time.
Whether you’re building your legacy, preparing for a transition, or simply want to make sure your loved ones are protected, we’re here to guide you with clarity, care, and trusted experience.
Terry D. Wheeler, J.D
Attorney at Law
terry@strategicwealthlegal.com
Terry is an accomplished Estate and Wealth Strategist and Planner. He is an Estate Planning Attorney and formerly an adjunct tax professor at the University of California, Davis.
Terry began his career in the financial services industry in 1987. His education includes a Bachelor 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.
He is a 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.
Paola Simi
Paralegal
Paola Simi is a dedicated Paralegal at Strategic Wealth Legal Advisors, where she has been an integral member of the legal team for the past three years. In her role, she supports the firm’s attorneys with legal research, document preparation, and case management, helping ensure that each client’s legal planning is handled with precision and attention to detail.
Paola is a 2026 graduate of the University of California, Davis, where she built a strong academic foundation that supports her work in the legal field. Known for her organization, analytical thinking, and commitment to excellence, she plays an important role behind the scenes in maintaining the high standards of the firm’s legal work.
Paola plans to attend law school in 2027, where she will continue developing the legal knowledge and skills needed to further her career in the legal profession.
Cris Bryant
Client Services Coordinator
Cris is an accomplished Client Services Coordinator with a passion for delivering exceptional client experiences. With 30 years of dedicated service in the industry, she has honed her skills in client relations and administrative support. In addition to her strong administrative capabilities, Cris brings a warm and empathetic approach to client service, ensuring that each client feels valued and supported throughout their legal journey.
3001 Douglas Blvd, Suite 142, Roseville, CA 95661