Coastal Bridge Advisors – Summit Awards

Coastal Bridge Advisors

Coastal Bridge Advisors
Winner Business Name: Coastal Bridge Advisors
Award Winner:
Short Business Description: Coastal Bridge Advisors is an independent Registered Investment Adviser, founded in 2008 with an aim to provide better client service, personalized, sophisticated guidance, and deep team support, focused on helping clients more clearly plan for retirement, more simply transfer wealth to future generations, and more effortlessly enjoy the lifestyle they want today. Its goal is to “Uncomplicate It” for clients, which means explaining even the most complex concepts in a way that delivers the simple clarity they deserve.
Long Business Description:

Founded in 2008, Coastal Bridge Advisors is an independent registered investment advisor operating from offices in Westport, CT and Los Angeles, CA. In addition to our domestic activities, we work with an offshore custodian for select client situations. Our firm offers a full range of wealth management and family office services, including financial planning, investment management, tax strategies, trust and estate planning, philanthropic planning, concentrated stock hedging, lending, cash management and alternative investment due diligence and investing. These comprehensive and customized wealth management solutions are provided to approximately 280 wealthy families across the country while working closely with the outside network of our clients’ trusted advisors. We generate income primarily from asset-based fees based on nearly $2 billion of assets under management.

Coastal Bridge Advisors was formed with the explicit intent on building a firm that put the client first, providing an alternative to the big banks and brokerage houses. We focus on a business model that strives to provide better client service, personalized and sophisticated guidance, as well as coordinated advice delivery- to make sure clients’ needs are continuously met. In this vein, we work hard to make things easy for our clients, to make managing their financial lives effortless, hassle-free, and straightforward. In our estimation, it is getting more complex for clients all the time – new investment strategies, tax law changes, globalization, healthcare issues, and wealth transfer, just to name a few. To serve our clients best, we must continue to provide objective, innovative, and customized solutions in clear terms which helps to provide our clients with greater control of their lives.

Business Address: 54 Wilton Road, Westport, CT
Country: United States
  • Coastal Bridge Advisors

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