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So, you just checked your 401(k). Here’s how experts say you should navigate the nightmare as featured in Fortune.com

So, you just checked your 401(k). Here’s how experts say you should navigate the nightmare as featured in Fortune.com

Ok, so you just checked your 401(k) and it doesn’t look good. Actually, it looks pretty terrible. But don’t worry, you’re not alone. With the bond market experiencing one of its worst years in history and the S&P 500 falling over 24% since January, most U.S....

Jim Pratt-Heaney & Michael Kazakewich Discuss Estate Planning

Jim Pratt-Heaney & Michael Kazakewich Discuss Estate Planning

Did you know that you currently have an estate? Believe it or not, nearly everyone does. Your estate consists of almost everything that you own, from your home to your bank accounts to the shiny pearl necklace sitting on top of your dresser. It doesn’t matter how large...

Happy 14th Coastal Bridge Advisors – Come Grow with Us!

Fourteen years ago today, a handful of brave and perhaps naïve souls left long careers enmeshed in the molasses of the big banks to start Coastal Bridge Advisors, an independent Registered Investment Advisory firm headquartered in Westport, CT. It was October 2008, and we were armed with the...

Coastal Bridge Advisors Named to CNBC’s FA 100 List

Coastal Bridge Advisors Named to CNBC’s FA 100 List

WESTPORT, CT – 4 October 2022 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut and Los Angeles, California, is pleased to announce the firm has been named to CNBC’s fourth annual FA 100 list for 2022. Of the nearly 15,...

Coastal Bridge Advisors’ Founding Partner Wins Five Star Wealth Manager Award

Coastal Bridge Advisors’ Founding Partner Wins Five Star Wealth Manager Award

WESTPORT, CT – 29 September 2022 – Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Advisor with offices in Connecticut and California, is pleased to announce that Founding Partner, Bill Loftus, has been selected as a Five Star Wealth Manager Award winner for 2022. This prestigious accolade...

Coastal Bridge Advisors Welcomes Director of Marketing

Coastal Bridge Advisors Welcomes Director of Marketing

WESTPORT, CT – 2 August 2022 – Coastal Bridge Advisors, a boutique independent Registered Investment Advisor, is thrilled to announce the addition of veteran marketing leader Deirdre Childs to bolster the firm’s strategic growth initiatives. Deirdre, who joins the senior team as Director of Marketing, brings a wealth...

Coastal Bridge Advisors Announces Key New Hires

Coastal Bridge Advisors Announces Key New Hires

WESTPORT, CT – 21 June 2022 – Coastal Bridge Advisors, a boutique independent Registered Investment Advisor, today announced the firm has expanded its staff and enhanced its investment, client service and operational capabilities with the addition of several new team members. Joining Coastal Bridge are: Brett St. John,...

City Wire – Are advisors returning to the office? It’s complicated

City Wire – Are advisors returning to the office? It’s complicated

Photograph: Citywire Ltd Andrew Foerch 19 May 2021, 10:30 The pandemic’s impact across industries has been tremendous, with one of the most affected areas being in-person work. After more than a year of working remotely, Coastal Bridge Advisors is returning to the office on June 1. Our President Jeff...

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¹ This award was issued by Five Star Wealth Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

² Award evaluated time period of January 2021 through December 2023 team AUM. Top 100 RIA category awarded June 20, 2023. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

³ This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers.