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 & Far Aid. The award recognizes and gives …

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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 fees. Trading is down. Demand has dropped …

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Coastal Bridge Advisors Wins Prominent Industry Award for Best Private Wealth Manager Under $5B

For the second year in a row, Coastal Bridge Advisors has been named the winner of the 2018 “Best Private Wealth Manager Under $5B” by Private Asset Management Magazine (PAM). Westport, CT – February 21, 2018 – Coastal Bridge Advisors, an independent wealth management firm with approximately $2.5 billion in client assets, is proud to announce it …

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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 cheer and share the blessings with those in …

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Coastal Bridge Advisors Makes Moves to Expand to San Francisco Bay Area, Led by Newly Promoted Advisor, Sarah Simon, JD

Coastal Bridge Advisors looks to expand its operations into the San Francisco Area, led by newly promoted Advisor, Sarah Simon, JD. On September 30, 2017, Sarah Simon made the move to Mill Valley, located just north of the heart of San Francisco, in effort to focus on the growth of the firm in the Bay …

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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 rates, industry designations and assets under management. The final …

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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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Coastal Bridge Advisors has been named the Best Private Wealth Manager Under $5B by Private Asset Management

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