Having made the transition myself, I see clearly why many advisers can better serve clients as independent registered investment
33 Riverside Ave 5th Floor, Westport, CT 06880
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, Coastal Bridge services high net worth individuals, families and foundations on both coasts and nationwide.
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