James Westermeyer, a 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 Table, he is a frequent speaker at financial planner gatherings. He is an Advanced Select Planner with Sagemark Consulting Private Wealth Services and is also a member of the Resource Group and Premier Partners. James is also a Legacy Certified Advisor.
James and his wife, Barbara, have two children, Kelsey and Luke, and reside in Clayton, California.