News

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 and four legged!) walkers in their pursuit …

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Financial Times Names Coastal Bridge Advisors to the 2017 FT 300 Top Registered Investment Advisors

Westport, CT – July 5, 2017 – Coastal Bridge Advisors, an independent wealth management firm with approximately $2 billion in client assets under management, announced today it has been named to the Financial Times 300 Top Registered Investment Advisors. The list recognizes participating RIA firms across the United States based on the Financial Times’ assessment of …

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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 ERISA and places additional restrictions on the provision of …

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Coastal Bridge Team Unveils a New Look

New name, new entryway. The team members of Coastal Bridge Advisors usher in a new era with the unveiling of the firm’s NEW front door at its main office in Westport. We can’t wait for you to see it in person!

The Suit Magazine: The World of Financial Advice Undergoing Change

An Interview with Jeff Fuhrman, President, Coastal Bridge Advisors ~ Raising the Standard of Care ~ Regulatory responses to great financial crises vary in their intensity, focus and effectiveness. The Investment Advisers Act of 1940 was ushered in eleven years after the Great Depression and helped define the roles and responsibilities of the financial advisor …

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Coastal Bridge Advisors Honored with 2017 Community Compassion Award

~ Recipient of Award at Near and Far Aid’s Annual Gala ~ Coastal Bridge Advisors, an independent wealth management firm with approximately $2 billion in client assets announced today that it was recognized with the 2017 Community Compassion Award by Near & Far Aid, an all-volunteer fundraising and fund granting organization dedicated to eliminating the …

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The Next Twenty Five

As Published in Worth Magazine To celebrate its first quarter century. Worth asked 25 leaders in fields ranging from healthcare to finance to travel what the coming 25 years will hold. Here are the predictions. See Founding Partner, Bill Loftus, quoted on page four of the PDF version: THE NEXT TWENTY FIVE

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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