“I’m incredibly honored to be named among the top advisors in the state of Connecticut,” said Betzig. “This recognition reflects our team’s commitment to excellence and client satisfaction. I’m deeply grateful for the dedication of our partners and staff, and most of all, for the trust and loyalty of our clients—none of this would be possible without them.”
The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience, and must be recommended and nominated by their firm. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Coastal Bridge, or Jim Betzig, is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Coastal Bridge or any of its financial advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor or firm. Therefore, those who did not submit an application for consideration were excluded and may be equally qualified. Rankings are generally limited to participating advisors. For more information on the methodology please visit: https://www.forbes.com/sites/rjshook/2024/04/03/methodology-best-in-state-wealth-advisors-2024/?sh=49cb81073fa4
About Coastal Bridge Advisors: Coastal Bridge Advisors is an independent registered investment advisory firm founded in 2008 with the aim of providing better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. The firm strives to help its clients to more clearly plan for retirement and more simply transfer wealth to future generations so they may more effortlessly enjoy the lifestyle they want today. For information regarding the firm, please visit www.coastalbridgeadvisors.com.