About James Beville III

James Beville III, CFP®, CPWA®, CIMA®, has been serving clients in the financial industry since 1999. He is passionate about helping individuals and families make meaningful financial decisions that support fulfilling and purpose-driven lives. Jim’s strength lies in partnering with clients to develop thoughtful financial plans and investment strategies grounded in enduring wealth management principles, allowing them to focus on what matters most.

Over the course of his career, Jim has built strong, lasting relationships with his clients, earning their trust through integrity, personalized guidance, and a commitment to excellence.

Jim holds a Bachelor of Science in Accounting from Gordon College in Wenham, Massachusetts, and is a CERTIFIED FINANCIAL PLANNER® professional.

Jim chose the name Twin Lights Wealth Management because great guidance also needs two lights: financial expertise and life wisdom. When those are aligned, families can move forward with clarity, confidence, and purpose.

Jim and his wife Heather reside in Hamilton, Massachusetts, where they have raised their three daughters, two of whom are now in college, with their youngest in high school. Outside of his professional life, Jim enjoys an active, outdoor lifestyle, including surfing, mountain biking, and skiing. He values time spent outdoors as an opportunity to connect with family and friends.