We are now Clearview Wealth Partners!

Exciting News!

We are now Clearview Wealth Partners!

First, we would like to thank you for your trust and confidence you have placed in me and my team. It has been a privilege to help you pursue your families’ financial goals and objectives.

Over the last year, we spent time examining the wealth management industry as a whole and what is required to not only follow a fiduciary standard as a trusted financial partner, but also a dedicated resource for your Investment, Retirement, Estate Planning, Business Succession and Risk Management needs. As the financial industry has changed, we felt it was in your best interest to utilize the resources of a forward thinking, independent, technology-based broker dealer. After a very detailed and long evaluation, we are excited to announce that we have selected LPL Financial as our new custodian. Effective immediately, we will no longer utilize Lincoln Financial Advisors as our custodian.

With LPL Financial as our broker dealer, it allows us to offer our loyal clients reduced investment management fees, a much-improved digital experience, a wider range of investment products and services, and a more user-friendly client experience.

Our team has stayed intact during this transition. Please note our updated email addresses:

With change comes questions so please do not hesitate to call or email us at any time. We’re always here to help.

Thank you, again, for your continued support and confidence – without which we could not have made our vision a reality.

We hope to speak with you soon,

James Westermeyer

Enclosed please find FINRA’s educational communication regarding factors to consider in determining whether to transfer your assets.

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