James Westermeyer is the Family Wealth Advisor and Managing Partner at Clearview Wealth Partners. James helps clients succeeds by addressing estate, business, succession, and investment planning challenges and opportunities with creative and comprehensive strategies. His recommendations aim to enable clients to keep what they accumulate, preserve their wealth, and distribute their assets with a focus on reducing taxes and complexity.
James graduated from Oklahoma State University in Stillwater 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 a Member of the Million Dollar Round Table1, he is a frequent speaker at financial planner gatherings.
James frequently works with many local charities, including The Giving Exchange, Beyond Differences, Crisis Support Services, and Hope Hospice.
1 To qualify for the MDT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years.