Awards » Coastal Bridge Advisors Wins Gold Medal, Two Silvers, and a Bronze for “Uncomplicate It” Financial Marketing Campaign

Coastal Bridge Advisors Wins Gold Medal, Two Silvers, and a Bronze for “Uncomplicate It” Financial Marketing Campaign

Among 4100 entries from 27 countries, firm wins big in the Prestigious Summit Creative Awards

WESTPORT, CT – September 14, 2020 – Coastal Bridge Advisors, an independent wealth management firm announced today that it won 4 top marketing awards in the 2020 Summit Creative Awards, winning big in four different categories, including:

Financial Marketing – Gold Medal

Complete Rebrand/Redesign – Silver Medal

Consumer Website – Silver Medal

Logo Redesign – Bronze Medal

Coastal Bridge Advisors moved to rebrand starting in 2019, specifically to differentiate itself from the 17,000+ competitors in the crowded independent financial advisory marketplace. The rebrand focused on making the financial services experience easier and simpler for both clients and prospects, focusing on a promise to “Uncomplicate It”. Supporting the campaign with strong, vivid, aspirational copy and imagery, the firm relaunched its flagship website at

The campaign was a creative collaboration between Coastal Bridge Advisors, Dave Wang Design (a visual brand design agency), and John Parikhal (a partner in management consultancy Breakthrough Management LLC).

Jeff Fuhrman, President of Coastal Bridge Advisors, said, “We saw a massive opportunity to distinguish Coastal Bridge Advisors from all the ‘me too’ advertising in our industry by focusing on the client, the most important part of our professional relationships.  The ‘Uncomplicate It’ message is designed to illustrate our focus and ability to synthesize even the most complex ‘financial’ concepts in a way that delivers our clients the clarity they deserve.  We are thrilled and honored to be recognized for these efforts by the Summit Awards organization.”

Celebrating its 26th year, the Summit Creative Award has firmly established itself as the premier arbiter of creative excellence and has become a coveted honor. This year’s competition received more than 4,100 entries from 27 countries.  The entrants were evaluated against a stringent set of standards by a Board of Judges comprised of a select group of marketing executives from Saatchi & Saatchi,, Spotlight, FCB Artgroup, Barrett and Welsh Inc., O’Connor Creative, 7 Design, Eclipse360, Beta, Shigeo Fukuda Design Museum, WhatsApp – Creative X, and McCann Worldgroup/MRM. During its blind judging, these panelists searched for and identified innovative and creative concepts, strong executions and user experience, and the ability to communicate and persuade.

Jocelyn Luciano, Managing Director for the Summit International Awards said, “Winning a Summit Creative Award is a significant accomplishment. With vetted judges, tough judging criteria, two-phase blind judging processes, and strict bylaws limiting winners, only deserving entries receive recognition. The creative work this year was outstanding.  Watching the judges debate the details of individual entries in the run-off for the tops spots was inspiring.”

About Coastal Bridge Advisors: 

Coastal Bridge Advisors is an independent Registered Investment Adviser, founded in 2008 with an aim to provide better client service, personalized, sophisticated guidance, and deep team support, focused on helping clients more clearly plan for retirement, more simply transfer wealth to future generations, and more effortlessly enjoy the lifestyle they want today. Its goal is to “Uncomplicate It” for clients, which means explaining even the most complex concepts in a way that delivers the simple clarity they deserve.  Additional information about the firm can be found at

About the Summit Creative Awards: 

The Summit Awards organization was founded in 1994.  Annually it conducts the Summit Creative Award, the Summit Marketing Effectiveness Award and the Summit Emerging Media Award.   Additional information about the Summit International Awards organization, its competitions and winning firms can be found on the SIA web site at

About Breakthrough Management:

Breakthrough Management focuses on helping companies and people become as much as they can be – to survive, prosper and grow at a time that is, for all of us, challenging, exciting and rapidly changing, especially with emerging and increasing competition in the global economy. Website:

About Dave Wang Design:

Dave Wang Design is a visual branding consultancy with over 20 years of experience providing retailers, brand owners and manufacturers integrated branding solutions. Our focus includes brand identity, product & service literature, packaging & merchandising programs at retail, website design and digital marketing applications. Website:

Important Disclosures:

Please note that Coastal Bridge Advisors receipt of the awards mentioned herein may not be representative of any one client’s experience because the award reflects an average of all, or a sample of all, of the experiences of the firm’s clients and that Coastal Bridge Advisors’ receipt of the award is not indicative of the firm’s future performance.

 To view the full Press Release, click here.

September 2020