The Library

The Library is devoted to resources that can help enrich your understanding of what we might do for you at Coastal Bridge Advisors. It is filled with real world examples and insights around financial subjects, all the way from savvy precautionary planning to rapid, effective deployment of our resources to help get you what you want in a hurry. It also includes News about Coastal Bridge Advisors as well as some of the Awards the company has earned.

News

This section highlights a wide range of news about Coastal Bridge Advisors, beginning with the most recent. There is a convenient list of Categories in this section to help make it easier to search for what you want.

Articles

This section provides insights into issues that might be of interest to you, written by our team, ranging from Stocks and Taxes to the benefits of a Family Office. It includes a convenient list of Categories to help make it easier to search for what you want.

Awards

This section highlights some of the awards given to Coastal Bridge Advisors, beginning with the most recent. It includes a convenient list of Categories to help make it easier to search for what you want.

Case Studies

Adding value to our clients’ lives is our absolute priority. We are here to assist and support every step of the way. The following case studies describe the implementation and potential outcomes of creative strategies.

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¹ This award was issued by Five Star Wealth Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

² Award evaluated time period of January 2021 through December 2023 team AUM. Top 100 RIA category awarded June 20, 2023. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

³ This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers.