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 our clients and valued relationships.
So today, October 17th, our ten-year anniversary, we want to extend our gratitude and thanks to all of you that have helped us reach this important milestone.
We remain grateful and humbled by the support we’ve been shown. It is that confidence that drives and motivates all of us at Coastal Bridge Advisors to continue to improve in building a firm which is committed to and always strives to deliver the highest level of support and service to our valued clients for many generations to come.