Strategic Wealth Management for Every Stage of Life.
We are a team of fiduciary advisors committed to building personalized financial strategies that align with your values and secure your legacy.
- Comprehensive Retirement Planning
- Personalized Investment Portfolios
- Fiduciary Advice You Can Trust
Our Community Commitment
We are honored to be the trusted wealth management partner for some of Central Florida’s most esteemed organizations and their members.
Apex Industries
Exclusive financial wellness partner.
Summit Health Group
Retirement plan advisors for medical staff.
Pinnacle Legal Firm
Trusted advisors for partners and associates.
Meridian Foundation
Endowment and planned giving advisors.
A Partnership for Your Prosperity
We offer a suite of integrated services designed to build, manage, and protect your wealth through every chapter of your life.
Retirement Planning
From 401(k) rollovers to income strategies, we build a clear and actionable roadmap for a comfortable and secure retirement.
Wealth Management
Holistic management of your complete financial picture to grow and preserve your wealth for future generations.
Investment Advisory
Personalized investment portfolios designed to align with your unique risk tolerance, time horizon, and objectives.
Meet the Founder
James Kolter began his career in finance with a simple observation: too many people were receiving impersonal, one-size-fits-all financial advice. He saw a need for a firm that put clients’ interests first, operating with full transparency and a deep commitment to the local community. In 2005, he founded Prudent Equity Brokerage of Central Florida to be that firm.
With a steadfast belief in the fiduciary standard, James has built the brokerage on a foundation of trust, integrity, and personalized service. He is passionate about empowering clients to make informed decisions, helping them build a secure and prosperous future for themselves and their families.
“Financial planning is not about timing the market, but about time in the market, guided by a steady, prudent hand. Our commitment is to be that hand for you.”
– James Kolter
Meet Our Central Team
A collective of experienced professionals committed to your financial success.
David Chen
Chief Investment Officer
Brian Kolter
Chief Operating Officer
Marcus Thorne
Chief Financial Officer
Sophia Rossi
Vice President of Marketing
Edward Finch
Managing Director, Private Wealth
Eleanor Hayes
Director of Financial Planning, CFP®
Peter Grant
Senior Financial Planner
Isabelle Reed
Office Manager
Leo Martinez
Financial Advisor
Daniel Price
Marketing Manager
Chloe Bishop
Client Relations Manager
Attend a Complimentary Event
Join us for an educational seminar on key financial topics. No-obligation and open to the community.
Upcoming Events
Coming Soon…
Completed Events
Estate Planning
Saturday, June 28, 2025
Taxes in Retirement
Thursday, June 26, 2025
Social Security
Saturday, June 21, 2025
Estate Planning
Thursday, June 19, 2025
Taxes in Retirement
Saturday, June 14, 2025
Social Security
Thursday, June 12, 2025
Estate Planning
Saturday, June 7, 2025
Taxes in Retirement
Thursday, June 5, 2025
Social Security
Saturday, May 31, 2025
Estate Planning
Thursday, May 29, 2025
Taxes in Retirement
Saturday, May 24, 2025
Social Security
Thursday, May 22, 2025
Estate Planning
Saturday, May 17, 2025
Taxes in Retirement
Thursday, May 15, 2025
Social Security
Saturday, May 10, 2025
Estate Planning
Thursday, May 8, 2025
Taxes in Retirement
Saturday, May 3, 2025
Social Security
Thursday, May 1, 2025
Estate Planning
Saturday, April 26, 2025
Taxes in Retirement
Thursday, April 24, 2025
Social Security
Saturday, April 19, 2025
Take the First Step
Schedule your complimentary, no-obligation consultation by filling out the form below.
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