Coastal Bridge Advisors is an independent registered investment advisor offering a full range of wealth-management services. Often referred to as a “virtual family office,” Coastal Bridge strives to bring clarity and control to the financial lives of its clientele by delivering customized personal and business solutions. From its offices in Westport, Conn., and Los Angeles, Calif., Coastal Bridge services high net worth individuals, families and foundations on both coasts and nationwide.
Is it time to leave your current advisor?
A songwriter once penned the lyrics “Breaking up is hard to do,” to describe a romantic split. Breaking up with your financial advisor can be just as difficult. So, how do you know when it’s time to leave your advisor behind? First and foremost, does this person put your interests above his or her own? This […]
Why should planning precede asset allocation choices and manager selection when advisors construct a client’s portfolio?
Landmark studies have shown asset allocation to be the single largest contributor to the overall performance of a portfolio. More meaningful than security selection or market timing, allocation has the potential to affect a client’s net worth in the most significant way. By choosing a variety of asset classes, and managers who perform differently from […]
How does my advisor help me address responsibilities to my family?
One of the planning issues we address on a recurring basis is the responsibility our clients have assumed for their family members. As a firm dedicated to clients’ individual needs, we understand that the broader family must be included in any plan. As such, we strive to deliver solutions that bring greater peace of mind […]
