Coastal Bridge Advisors Celebrates 10 Year Anniversary

The Fall of 2008, as remembered by many, was a period marked by tremendous financial tumult.  It was during this time that we set out to establish our own independent wealth management firm.  In the ten years since, not a day has gone by when we are not thankful for the trust and support of …

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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 of 2008. Their tenures at these big …

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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 transcend physical and market-driven barriers. Founding partner, …

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Happy 7th Anniversary LLBH d/b/a Coastal Bridge Advisors!

October, 17, 2015:  Seven years ago we stepped out of Merrill Lynch and into the world of independence where we can truly serve in our clients’ best interest. As we continue our mission of offering the best service to our clients, we want to thank them for their confidence and support, we couldn’t have done …

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A Number One Solution: Bill Loftus talks to Private Asset Management about the firm’s ‘Virtual Family Office’ model

LLBH d/b/a Coastal Bridge Advisors’s virtual family office is a service model offered to clients that encompasses not only investment management but a range of tax, legal, general financial planning and philanthropic services.

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Growing Advisory Firms Learn How to Be Lean

Advisers cut paperwork to make more time for clients, prospects To really grow, a financial advisory business needs to find ways to become more efficient. Those ways often involve new technology and systems to make their expanding ranks of advisers more effective at tending to clients and their money, and bringing in more of both. …

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Advisers Go Extra Lengths to Keep Wealthy Clients

Bill Loftus, one of the founders of LLBH [d/b/a Coastal Bridge Advisors], a high-net-worth advisory firm that is part of Focus Financial, said that a couple of years back his firm engaged in a complicated and lengthy program to protect a client’s $15 million deferred compensation package in case his former employer went bankrupt, the …

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LLBH d/b/a Coastal Bridge Advisors Surpasses $1 Billion in Client Assets – Firm Doubles in Size in Less than Five Years

WESTPORT, CT, May 8, 2013 – LLBH d/b/a Coastal Bridge Advisors (LLBH d/b/a Coastal Bridge Advisors), an independent Registered Investment Advisory firm offering a full range of family office and wealth management services to families across the country, announced today that it has eclipsed $1 billion in client assets. Based in Westport, Connecticut, with an …

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