James Westermeyer Email & Phone Number

Scottsdale, Az, Us

Bay Area And Scottsdale, Ca/Az, Us

We have only one goal – that of managing and growing our clients’ wealth.Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principles of listening before speaking and understanding your lives and goals before advising.Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial services community. This is the Clearview Advantage.Our strength lies in our approach and our knowledgeable advisors and staff.

I strive to help my clients achieve an enviable level of success. I believe my clients’ financial plan should reflect where they are today and endure throughout their lifetimes.Spectrum Wealth Partners is designed to take their plans to the next level:• Independent, Fee-Based Plan - customized with the right financial solutions, strategies, and products for each client• Dedicated, Personal Service Team - fully licensed and committed to ongoing service and monitoring of client plans• Creates a Complete Financial Picture – by working with clients’ other trusted advisors, such as CPAs and attorneysI am a registered representative of Lincoln Financial Advisors Corp.Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Spectrum Wealth Partners is not an affiliate of Lincoln Financial Advisors. CA Insurance License #0C17637/CRN-3720735-081721Offering securities to residents of AZ, CA, CO, CT, DC, FL, GA, HI, KS, MD, MA, MO, NV, NJ, OH, OK, OR, PA, TX, WA, and WY.

TRG is comprised of committees which deliver ideas and actions critical to the success of LFA advisors and their business. I serve as a Board Member of the Marketing Committee, responsible for social media and advisor marketing.

The Resource Group (TRG) is an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors. The goal of TRG is to collaborate, share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – and partner with home office executives and committee concierge support to help drive practice development among advisors and provide industry-leading service to clients.

The Business Intelligence Institute is an invitation-only, nationwide network of the top 40 planners within Lincoln Financial Advisors. The goal is to help business owners make responsible and educated decisions as it relates to business succession planning.

New York, Ny, Us

Gb

Bachelor Of Science, Accounting & Finance

Education record