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James W

Series 63, Series 65

Ponte Vedra Beach, FL

Broadreach Capital, LLC

James Wolter is the sole advisor at Broadreach Capital, LLC, an independent firm based in Ponte Vedra Beach, FL. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Wolter has been with Broadreach Partners, LLC and Broadreach Capital, LLC since 2009. Broadreach Capital, LLC is a fee-only registered investment adviser serving primarily individual clients seeking long-term growth and capital appreciation. The firm employs a consultative onboarding process and manages a small client base with customized investment plans that combine fundamental and technical analysis, asset allocation principles, and modern portfolio theory.

Wealth management Active portfolio management Options & derivatives strategies
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