Strategic Wealth

Contact Us

We can be reached by telephone at 916-325-0130, or by e-mail at info@strategicwealthlegal.com. Initial estate evaluation and consultations are provided free of any charge.

Address

Strategic Wealth Advisory Center
2601 K Street
Sacramento, CA   95816

916-325-0130
800-355-8174 TOLL FREE
916-498-9815 FAX

Contacts:

  Terry Wheeler, J.D.
Attorney at Law
  terry@strategicwealthlegal.com  
  B. Wes Nielsen, J.D.
Attorney at Law
  bwesn@yahoo.com  
  Kathryn Nelson, JD
Attorney at Law
  kathryn@strategicwealthlegal.com  
  Sheila Crisp
Client Services Coordinator
  sheila@strategicwealthlegal.com  
  Danielle Austin
Client Services
  danielle@strategicwealthlegal.com  

Request Our Services

  • Estate Planning
    Three-Step Strategy
    Wills
    Revocable Living Trusts
    Durable Powers of Attorney
  • Tax Planning
    Irrevocable Life Insurance Trusts
    Charitable Trusts
    Private Annuity Trusts
    Family Limited Partnerships
  • Business Planning
    Incorporation
    Limited Liability Companies
    Buy-Sell Agreements
  • Asset Protection
    Business Entity Planning
    Domestic Asset Protection Trusts
  • Trust Administration
    Administration Process
    Trustees Duties
  • Probate
About Us | Legacy Legal Services | Events and Calendar | Contact Us
Estate Planning | Tax Planning | Business Planning | Asset Protection
Trust Administration | Probate
© 2010, Strategic Wealth Legal Advisors (Professional Corp.) Send questions or comments to info@strategicwealthlegal.com.