Question 1

What is the focus of Coastal Bridge Advisors?

Accepted Answer

Coastal Bridge Advisors is an independent wealth management and investment advisory firm that serves individuals, families, business owners, retirement plans, and institutions such as endowments, foundations, and nonprofits. They aim to help their clients achieve their financial goals through a strong foundation, careful planning, and ongoing support.

Question 2

What services does Coastal Bridge Advisors offer?

Accepted Answer

Coastal Bridge Advisors provides a range of services, including financial planning, retirement plan services, and institutional consulting. They work closely with clients to navigate challenges and achieve their goals with confidence.

Question 3

Where is Coastal Bridge Advisors located?

Accepted Answer

Coastal Bridge Advisors has offices in Westport, CT, Milford, CT, Charlotte, NC, and Los Angeles, CA, allowing them to serve clients across multiple regions.

Question 4

What sets Coastal Bridge Advisors apart?

Accepted Answer

Coastal Bridge Advisors is committed to providing fresh, innovative financial solutions that align with each client's unique goals and vision. They have a team of highly credentialed professionals who are dedicated to solving complex financial issues and assisting clients.

Question 5

How can clients access their investment portfolios?

Accepted Answer

Coastal Bridge Advisors offers client access portals for their Coastal Bridge and TrinityPoint investment portfolios, allowing clients to view their accounts custodied at Fidelity, Charles Schwab, and Pershing. Clients can also access their financial assumptions and goals through the firm's planning portal.

Coastal Bridge Advisors

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About Coastal Bridge Advisors

Frequently Asked Questions about Coastal Bridge Advisors

What is the focus of Coastal Bridge Advisors?

What services does Coastal Bridge Advisors offer?

Where is Coastal Bridge Advisors located?

What sets Coastal Bridge Advisors apart?

How can clients access their investment portfolios?

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