Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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James Koltes

Senior Vice President–Investments

Financial Advisor

Mr. Koltes has served on the Executive Committee of the Council of Institutional Investors of which he was a founding member. From 1981 through 1984, he was the Founding Chairman of the Investment Committee of the District of Columbia Retirement Board, which was the first federally mandated public pension system. In addition, he has served as the Chairman of the Washington Area Investment Forum, is a member of the Economic Club of Washington, DC., and a Knight of Malta.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • KY
  • MA
  • MD
  • MN
  • NC
  • NY
  • OH
  • SC
  • SD
  • TX
  • VA
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
  • (202) 585-5455

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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