At Coastal Bridge Advisors, we combine our extensive financial expertise with an intimate knowledge of our clients. We offer a comprehensive suite of services and are committed to building client relationships and strategies that transcend market-driven barriers.
In the following essays, various team members from Coastal Bridge Advisors provide insights into how we operate and best serve our clients. These articles should inform your views of financial well-being and foster a more intelligent approach to fulfilling your personal goals.
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 FIVERead More >
By: Jeff Fuhrman As Published in Worth Magazine The complexities of the financial services industry are well documented. That’s why many investors navigate a path to financial well-being by seeking the services of a financial advisor. However, even the most sophisticated among us can have a difficult time choosing an advisor we trust, one who has …Read More >
By: Jim Pratt-Heaney As Published in Worth Magazine Registered Investment Advisors have a fiduciary duty to their clients. This means that they have a fundamental obligation to act and provide investment advice in their clients’ best interest. For SEC-registered firms, the Commission dictates that Registered Investment Advisors “owe clients a duty of undivided loyalty and utmost …Read More >
By: Sarah K. Simon, JD As Published in Worth Magazine Families gather for many reasons, such as to celebrate birthdays and holidays, weddings and reunions; they come together for special events or merely “just because.” Less frequent, but arguably even more important, is the occasion to come together for a designated meeting to discuss family finances. …Read More >
By: Coastal Bridge Advisors As Published in Worth Magazine Bill Loftus works as the volunteer chairman of the advisors council to Save the Children (SC), an organization which currently serves 185 million children in more than 120 countries worldwide. In this role, Loftus serves as an ambassador for the organization, focusing on potential donors and volunteers. As …Read More >
By: Michael Kazakewich, Partner As Published in Worth Magazine One of the planning issues we address on a recurring basis is the responsibility our clients have assumed for their family members. As a firm dedicated to the individual needs of our clients, we are mindful that the broader family must be considered when developing a plan …Read More >
By: Emily Clare Fenn, Director of Family Office Services As Published in Worth Magazine Someone once told me, “If you’ve seen one family office, you’ve seen one family office.” That is how it should be; no two families need the exactly the same thing. At Coastal Bridge Advisors, we offer customized family office services to our …Read More >
By: Jeff Fuhrman and Jeff Kalapos As Published in Worth Magazine The Navy SEALs have a saying: “Individuals play the game, but teams beat the odds.” It is in this vein that Coastal Bridge Advisors’s own team approach combines with great discipline to help best serve client interests. One of the most pointed examples of this dynamic at work is through our investment committee. To …Read More >