About Us

James Beyer is an independent fiduciary financial advisor with more than 14 years of experience in the financial services industry. He specializes in developing customized financial strategies that help clients align with their unique goals. Whether clients are planning to retire, exit their business, sell to a successor, or transition into a different professional phase, his approach takes into account their current lifestyle, future goals, accumulated savings, and timeline, tailoring solutions to fit individual needs. 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/

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