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Vision Magazine: A Client-Fiduciary Bridge Built to Last

Vision Magazine: A Client-Fiduciary Bridge Built to Last

Produced by Nick Randall and Written by Neil Cote ~ Coastal Bridge Advisors; A Client-Fiduciary Bridge Built to Last ~ The resumes of the founding partners are dotted with long stretches at the biggest financial institutions where their paths had crossed in the run-up to the financial crisis...

A Grand Affair Gala

A Grand Affair Gala

On March 2nd, Coastal Bridge Advisors attended Near & Far Aid’s 2018 Gala at Mitchell’s of Westport. Look for this and other event photos in the current issue of Westport Magazine, on newsstands now. At last year’s gala, Coastal Bridge was presented the Community Compassion Award by Near...

Bloomberg “The Muni-Market’s Terrible, Horrible, No Good, Very Bad Year”

Bloomberg “The Muni-Market’s Terrible, Horrible, No Good, Very Bad Year”

This year is turning out to be one many in the municipal-bond world would rather forget. Thanks to a federal tax-overhaul that caused a rush to borrow last year and curbed governments’ ability to refinance debt, new bond sales have shrunk by 20 percent, cutting deeply into underwriting...

Coastal Bridge Spreads Holiday Cheer from Coast to Coast

Coastal Bridge Spreads Holiday Cheer from Coast to Coast

This Holiday Season, Coastal Bridge team members in Westport collected household items, clothing, and necessities for a family associated with ASPIRE Family & Children’s Agency in Norwalk, CT. The holiday “elves” of Coastal Bridge shopped for, wrapped, and delivered the gifts to ASPIRE- helping to spread holiday...

Five Star Professional Names Kevin Burns a 2017 Five Star Wealth Manager

Five Star Professional Names Kevin Burns a 2017 Five Star Wealth Manager

In September, Kevin Burns was once again recognized as a 2017 Five Star Wealth Manager Award recipient. Kevin previously received the award in 2015. The award is given annually to wealth managers who satisfy objective evaluation and eligibility criteria associated with providing excellent service. Criteria include client retention...

Making Strides of Westport

Making Strides of Westport

Team members of Coastal Bridge Advisors rallied together on Sunday, October 15, 2017 at Sherwood Island State Park in Westport to raise money and awareness for the American Cancer Society- making strides for a world free from breast cancer. No rain could dampen the spirits of the (two...

Department of Labor Proposed Fiduciary Regulations

Department of Labor Proposed Fiduciary Regulations

A letter from Founding Partner, Jim Pratt-Heaney regarding the proposed changes by the United States Department of Labor and their impact on Coastal Bridge Advisors The Department of Labor has announced that the implementation of the new Fiduciary Rule, which expands the “investment adviser fiduciary” definition under...

LLBH Announces Name Change to Coastal Bridge Advisors

LLBH Announces Name Change to Coastal Bridge Advisors

LLBH Private Wealth Management, an independently registered investment advisor, has today announced a full rebrand and unveiled its new corporate identity. Effective immediately, LLBH will be known as Coastal Bridge Advisors, a name that better illustrates the firm’s steadfast commitment to client relationships and strategies that aim to...

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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.