IMPORTANT NOTICE: Coastal Bridge Advisors, LLC is relying on Investment Advisers Act Release No. 5469 (March 25, 2020). Pursuant to this order, the firm will file its annual updating amendment to Form ADV and deliver its brochures (or summary of material changes) and brochure supplements as soon as practicable, but not later than 45 days after the original due date for filing or delivery, as applicable.

Philanthropic Planning

Charitable giving is a very personal matter and we help our clients crystallize their vision, by offering assistance with grant-making, Donor-Advised Fund and foundation consulting, endowment consulting and compliance and succession planning.

Time Piece Legacy

Preserve and Protect: How Coastal Bridge Advisors kept our client’s wealth safe from exposure

Our creative problem solving allowed a former Fortune 100 president to preserve his wealth while unforeseen challenges threatened the company holding his deferred-compensation plan.