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Who We Are

Driving Success Through Strategy

At WE Alliance Institutional our sole purpose is to challenge the status quo in the investment world to help investors improve their present and future lives. This is achieved through our fund offerings, which provide the highest quality investment opportunities and wealth building strategies and techniques while eliminating the rampant costs and conflicts of interest normally associated with Wall Street firms and the insurance industry. Ultimately, our mission is to provide our investors with the peace of mind that comes from a sense of security about their financial well-being and that of their families.

WE Alliance Institutional
7+
Years of Tradition & Innovation

Building on Tradition, Driving Innovation

We are built on the fundamental belief that your financial peace of mind is our highest obligation. We earn your trust through unwavering transparency and a commitment to protecting your interests above all else. Unlike traditional models that may prioritize volume over value, our strategies are designed with built-in safety nets and clear risk parameters. We view ourselves not just as asset managers, but as stewards of your legacy, operating with the rigor and integrity your wealth deserves.

Our Team

A Team With Proven Expertise and Excellence

Terry Wheeler J.D, CFP®

Founder & CEO

Justin Bougher

VP of Operations & Co-Portfolio manager

Matt Williams

Lead Underwriter

Dillan Koehler

Analyst & Internal Sales

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