Coastal Bridge Advisors

Happy Fourth of July from all of us at Coastal Bridge Advisors! Today, as we celebrate the importance of our nation's independence, we extend warm wishes to you, your loved ones, and friends for a day filled with laugher, joy, and cherished moments. As a reminder, our offices and the U.S. financial markets will be closed on Thursday, July 4th, 2024. Our office hours will resume the following day on Friday, July 5th, 2024. Wishing you an amazing Independence Day! #FourthofJuly #IndependenceDay #CelebrateFreedom

National Financial Freedom Day aims to raise awareness about achieving financial freedom. This 'freedom' means having the desired amount of savings and passive income to afford the life you intend. At Coastal Bridge Advisors, we understand that the path to financial freedom can seem complicated, but it doesn't have to be. Whether you aim to retire early, explore the world, or simply enjoy financial freedom, Coastal Bridge Advisors is dedicated to helping you achieve those goals. Join us in celebrating National Financial Freedom Day! Let's work together to make your financial dreams come true. #FinancialFreedomDay #CoastalBridgeAdvisors #UncomplicateIt #FinancialPlanning #WealthManagement

In navigating private investments myths, Chief Investment Officer Jeffrey Kalapos recently told Financial Planning that transparency in portfolios is crucial for understanding risks and benefits. “While there are many black box strategies out there, there are also plenty that do actually provide a pretty deep look into their process and portfolio,” he said. Read more: https://lnkd.in/euJ6RUsX. #PrivateInvestments #FinancialPlanning #InvestmentStrategy #WealthManagement

We're excited to share that Coastal Bridge Advisors has been included in Worth Media Group's 2024 list of top RIAs. This recognition is a testament to our unwavering commitment to excellence, innovation, and the trust our clients place in us every day. We are proud of our dedicated team, whose hard work and expertise have made this achievement possible. Thank you to our incredible clients and partners for your continuous support.  See the full list here: https://lnkd.in/gpccCZnG #RIA #WealthManagement #FinancialPlanning The 2024 edition of the Leading Advisors List showcases over 275 independent Registered Investment Advisor firms, meticulously chosen through a stringent evaluation process. This comprehensive analysis incorporates key performance indicators such as assets under management, annual growth rates, and average client size, ensuring that only the most exceptional advisors are featured.

Today serves as a day to reflect and celebrate freedom. At Coastal Bridge Advisors, we pay tribute to the unwavering resilience and remarkable strength of the African American community. Kindly note that our offices will be closed on Wednesday, June 19, 2024, and will reopen on Thursday, June 20, 2024. Happy Juneteenth!

At Coastal Bridge Advisors we believe in nurturing talent that embodies our core values of excellence, curiosity, and dedication. Today, we are thrilled to welcome Alex Loschert to our team as our summer intern. Alex is a rising junior from the SMU Cox School of Business at Southern Methodist University. His strong academic background and passionate drive for understanding wealth management make him an excellent addition to our team. Alex is eager to immerse himself in all facets of financial advisory, translating his classroom knowledge into practical experience. Reflecting on his upcoming journey, Alex shared his excitement, 'This internship is an incredible opportunity to gain hands-on experience and build a strong professional network. I'm eager to deepen my understanding of client relationships and contribute to a team dedicated to client success.' Alex's commitment to learning and his ambition to excel in wealth management align seamlessly with our mission to deliver exceptional service to our clients. We anticipate the fresh perspectives and energy he will bring to our firm. Join us in welcoming Alex to the Coastal Bridge Advisors family. We are confident that his contributions will make a meaningful impact. #internship #wealthmanagement #summerintern #finance

At Coastal Bridge Advisors, we take pride in nurturing the next generation of finance professionals. This summer, we're excited to welcome back a familiar face. We are thrilled to welcome Michael DeMoura, a distinguished recent graduate from Fordham Gabelli School of Business. Michael’s remarkable work ethic, intelligence, and passion for finance made a lasting impression during his previous internship. This summer, he returns to Coastal Bridge, eager to dive deeper into the world of private wealth management. Michael shared, “I’m thrilled to be back at Coastal Bridge. The opportunity to work closely with a team I deeply respect and to contribute to their mission of ‘uncomplicating it’ for their clients is something I eagerly anticipate. I look forward to building on the experiences I had last year.” We are delighted to have Michael rejoin our team and look forward to his contributions. His enthusiasm and dedication are sure to bring great value. Join us in welcoming Michael back to the team! #internship #wealthmanagement #summerintern #finance

In a fast-paced industry, advisors must keep up with the latest investment and savings products to empower their clients through informed decisions.   Founding Partner Jim Pratt-Heaney, CIMA®, recently shared valuable insights on navigating industry innovation with Financial Advisor Magazine.    “Advisors have to keep an open mind – and not simply dismiss an idea because it’s new or different,” he said.    Read the full article here: https://lnkd.in/epHt9psV.    #FinancialPlanning #FinancialAdvisor #InvestmentStrategies  

Our Staples High School and Fairfield Ludlowe High School senior internships are coming to an end this week, and we want to thank Luke Oakley and Ryan Mikos for their contributions here at Coastal Bridge Advisors. In the fall, both Luke and Ryan will be bound for #Philadelphia. Luke will be attending Villanova University, where he plans on majoring in business, and Ryan will be attending Saint Joseph's University, where he plans on majoring in both finance and accounting. After checking in with both Luke and Ryan regarding their time here, Luke explained, “Sitting down with team members here and watching their approach, technique, and execution on financial and estate planning has helped me learn significantly more about wealth management and its importance.” Ryan adds, “While working with Investment Strategist Brett St. John, CAIA, I analyzed various companies, taking both a qualitative and fundamental approach.” The entire team at Coastal Bridge wishes the best of luck to Ryan and Luke as they embark on their new journey and adventures ahead! #internprogram #wealthmanagement #westport #stapleshighschool #community

Charitable organization Filling in the Blanks is focused on completing the circle of available food for children throughout #FairfieldCounty who are participating in lunch programs but where children may be missing accessible, nutritious food on the weekends! The organization is dedicated to "filling in the blanks" for these families. The organization purchases food in bulk to deliver thousands of meals, so no child in the program will go hungry on a weekend. Earlier this week, our Coastal Bridge Advisors team joined forces to pack over 900 food bags for the program at their headquarters in #NorwalkCT. It was a tremendously good feeling event. If this interests you, visit fillingintheblanks.org to donate or volunteer time to pack for this tremendous effort to end childhood hunger. #community #uncomplicateit #teamwork #fairfieldcounty