Goforth Wealth Management - UBS Financial Services Inc.

James L. Koltes is a Senior Vice President at UBS Financial Services Inc., bringing over four decades of experience in institutional equity sales and wealth management. His extensive background includes leadership roles at prominent financial organizations and a commitment to quality client service and long-term relationships. In addition to his professional achievements, Mr. Koltes has been actively involved in various financial and charitable organizations, including the Navy-Marine Corps Relief Society and the District of Columbia Retirement Board. He holds a BA in Economics from the University of Notre Dame and has served as a Lieutenant in the United States Navy, with his experiences detailed in Max Hastings' book on the Vietnam War. Generated from the website

The Charles Drew Group at UBS Financial Services Inc. in Washington, DC, focuses on building long-term relationships with clients by providing tailored financial strategies to meet their unique needs and goals. Their mission emphasizes quality client service and a commitment to understanding individual priorities and concerns to foster confidence in pursuing financial aspirations. With a team of certified financial advisors, including Chartered Retirement Planning Counselors and Certified Investment Management Analysts, the firm integrates a comprehensive approach to wealth management that encompasses liquidity, longevity, and legacy. This strategy aims to assist clients in navigating market opportunities and challenges while setting a clear path toward achieving their financial objectives. Generated from the website