At Coastal Bridge Advisors, we understand that choosing the right financial planner in Weston, CT is one of the most important decisions you’ll make for your future. Our team provides personalized, fiduciary-based financial planning designed to help you simplify complexity, preserve wealth, and achieve your goals with confidence.

Why Choose Coastal Bridge Advisors in Weston, CT?

• Fiduciary Standard – We act in your best interest at all times.

• Independent Advice – As an independent wealth management firm, our recommendations are not influenced by outside products or commissions.

• Comprehensive Planning – From retirement and tax strategies to estate planning, philanthropy, and investment management, our approach covers every aspect of your financial life.

• Local Expertise, National Reach – While we serve clients nationwide, we have strong roots in Fairfield County, giving us insight into the financial needs of individuals and families in Weston, CT.

Our Financial Planning Services

We deliver tailored solutions to match your unique needs:

Retirement Planning

Our advisors help Weston residents calculate retirement income needs, optimize Social Security, and create withdrawal strategies that support long-term security.

Investment Management

We build customized, diversified portfolios based on your goals, time horizon, and risk tolerance—designed to grow and protect wealth over time.

Estate & Legacy Planning

Protecting your family and transferring wealth efficiently requires careful coordination. We work with attorneys and tax professionals to design strategies that preserve your legacy.

Tax Planning

Through proactive tax strategies, we help reduce tax liability and enhance long-term returns while staying aligned with your broader financial plan.

Family & Business Advisory

From planning college expenses to supporting business transitions, our team assists families and entrepreneurs in Weston with complex financial decisions.

What Sets Us Apart from Other Weston Financial Planners

Choosing a financial planner in Weston, CT should go beyond investment advice. At Coastal Bridge Advisors, we focus on:

• Clarity: Simplifying complex financial decisions into clear, actionable steps.

• Continuity: A dedicated team approach ensures your plan evolves as your life does.

• Confidence: You can move forward knowing your plan is built to adapt to changing markets and life events.

Serving Weston, CT and Beyond

Our office proudly serves clients throughout Weston, Westport, Wilton, Fairfield, Greenwich, and the greater Connecticut region. Whether you’re planning for retirement, managing sudden wealth, or looking to create a multigenerational plan, Coastal Bridge Advisors is here to guide you.

Take the Next Step

If you’re searching for a trusted financial planner in Weston, CT, Coastal Bridge Advisors is ready to help. Schedule a confidential consultation today and begin building the bridge to your financial future.

📞 Contact Coastal Bridge Advisors