People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"I take great pride in knowing that the work we do as a team has a tremendous impact on our clients' professional and personal lives."

James Halm-Addo

Accountant

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James is passionate about the financial details of our client’s business activities working closely with them and our Financial Management team to prepare their financial books and records, financial statements and tax returns. Clients value his accuracy in keeping their day-to-day business transactions organized, as well as his commitment to meeting their individual needs.

James served as an Accountant with Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018 and also worked with accounting and tax preparation firms in the Washington, DC area.

James is pursuing a degree in Accounting from the University of Maryland University College. He loves cooking and baking and is most relaxed when he is in the kitchen.