October 9, 2026 - Terry Wheeler, CFP(R), J.D., Founder & CEO of WE Alliance Wealth Advisors, recently appeared on TMJ4's The Morning Blend to discuss what he calls the investment blind spot and the importance of bringing portfolio management, proactive tax planning, and family-centered estate planning into a coordinated wealth-planning conversation.

With roots reaching back more than 35 years to Dean Witter Reynolds, Wheeler brings wealth-planning experience and a law degree focused on tax and estate-planning advocacy.

During the segment, Wheeler explained that estate planning should be considered alongside a family's portfolio and tax plan rather than treated solely as a document-preparation exercise.