James Beyer, AIF®, CLTC®
Helping you achieve your financial goals with integrity and care.
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Serving Clients Nationwide
Helping you achieve your financial goals with integrity and care.
Areas of Focus
- Cash Flow
- Choosing a Financial Advisor
- Education Tax Deduction and Credit Planning
- Employee Stock Options
- Estate Planning
- Financial Life Planning
- Health Care Planning
- High Net Worth
- Inherited Wealth
- Insurance
- Investment Management
- Multi-Generational Wealth
- Retirement Income Planning
- Retirement Planning
- Setting Up Retirement Accounts
- Social Security Optimization
- Tax-Aware Retirement Income Coordination
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Taxes
- Withdrawal Sequencing
About James Beyer, AIF®, CLTC®
James Beyer grew up in Connecticut and is a lifelong resident. He currently lives in Glastonbury with his wife Michelle and their lab/shepherd mix, Kooba.James is a devout Christian and deacon at his church. He enjoys spending time with his family, working out, bike riding, helping others, meeting new people, learning, reading, and being around other successful people.
James is a financial advisor with over fourteen years of experience. He holds the Accredited Investment Fiduciary (AIF®) and Certified Long Term Care Consultant (CLTC®) designations.
James started in the financial industry after witnessing his grandmother fight a courageous battle with lymphoma for over 7 years. The battle was devastating for his family as they watched her struggle with activities of daily living. James witnessed firsthand the importance of proper planning.
As a financial advisor with Integrity Wealth, James is able to help families preserve their assets and plan for life's unforeseen circumstances. He helps clients build customized plans to help provide a more confident retirement. His passion for education and helping others drives him day in and day out.
✔️ Licensed in all 50 states.
✔️ Committed to customer satisfaction.
✔️ We work with you as you determine your needs.
✔️ We provide customized strategies to help meet your needs.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Certification in Long-Term Care (CLTC)
Primary Location
95 Glastonbury Blvd, Suite 205
Additional Locations
📍 2 Trap Falls Rd, Suite 410 Shelton, CT 06484
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Have questions or ready to take the next step? Click the 'Book Intro Call' button above, complete the brief form, and we'll get in touch with you soon. Let’s work together to create a plan that fits your needs and goals. I look forward to speaking with you.Offers Investment Management
Yes
About Integrity Wealth
We help you navigate life’s financial decisions with confidence. Based in Glastonbury, Connecticut, we offer personalized strategies to help preserve your future and work toward your goals—because your financial well-being matters.From investments to retirement and tax planning, we’re here to provide the guidance and clarity you need to make more confident decisions.
Why Choose Integrity Wealth?
Choosing a financial partner is an important decision. We provide personalized guidance, thoughtful strategies, and a commitment to helping you make confident financial decisions.
Here's what sets us apart:
Personalized Service
We take the time to understand your unique financial goals and challenges. Our team works with you to create personalized strategies tailored to your lifestyle and what matters most.
Hassle-Free Experience
Financial planning should be clear and stress-free. We simplify the process by guiding you step by step, so you can focus on making confident decisions about your future.
Education
Western Connecticut State University, Bachelor of Arts (B.A.), English Language and Literature/Letters
Hobbies and Interests
- Church
- Cycling
- Family
- Reading
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Airline Pilots
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Christians
- Contractors
- Corporate Executives
- Couples
- Creative Professionals
- Dentists
- DIY Investors
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Gen X
- Government Employees
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Sales Professionals
- Scientists
- Specialty Sub-Contractors
- Startup Employees
- Technology Professionals
- Therapists
- Veterans
- Widow
- Women Professionals
- Young Families
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Wealthtender Awards
James Beyer received the 2026 Wealthtender Voice of the Client Highly Rated Advisor award.
Wealthtender awarded James Beyer with its 2026 Voice of the Client Highly Rated Advisor Award on 03/03/26. Rating criteria based on eligible client reviews published on Wealthtender between 7/1/25 and 02/28/26. Although Integrity Wealth compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
Award Disclosures
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FAQ Disclosures
Securities and investment advisory services offered through Integrity Alliance, LLC, member SIPC. Integrity Wealth is a marketing name for Integrity Alliance. Integrity Wealth does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact James Beyer at 203-278-7727. Check the background of this firm at https://brokercheck.finra.org/
