James Westermeyer, Family Wealth Advisor and Managing Partner at Spectrum Wealth Partners, coaches his clients to success by helping them make the best decisions possible regarding their wealth. In particular, he helps clients identify and implement strategic and creative solutions to addressing estate, business succession, and investment planning challenges and opportunities. These solutions help enable his clients to keep what they accumulate, conserve and protect their wealth, and distribute their assets with a focus on reducing taxes and complexity.
James graduated from Oklahoma State University in Stillwater, Oklahoma, in 1984 with Bachelor of Science degrees in both Accounting and Finance. In addition to being a member of the Financial Planning Association, Estate Planning Council, and Million Dollar Round Table1, he is a frequent speaker at financial planner gatherings. He is an Advanced Select Planner2 with Sagemark Consulting Private Wealth Services3 and is also a member of The Resource Group4 and Premier Partners5. James is also a Legacy Certified Advisor. James was voted Planner of the Year for both 2000-2001, and New Organization Associate upon joining Lincoln Financial Advisors in 1997. James frequently works with many local charities, including The Giving Exchange, Beyond Differences, Crisis Support Services, and Hope Hospice.
In March of 2018, James was awarded the prestigious Stuart Smith Award from the Northern California Regional Planning Office of LFA. This award symbolizes the embodiment of the LFA "Serve First" philosophy that James utilizes with his clients everyday. Click here to read the full press release.
1 To qualify for the a MDT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years. For details please visit
2 Internal recognition based on sales as well as good standing with the firm and FINRA.
3 An internal Lincoln Financial Network organization of top planners
4 The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor
5 Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.