Coastal Bridge Advisors and TrinityPoint Wealth Merge to Enhance Client Services
12/19/24, 6:18 PM
Location
united statesType
partnership
Coastal Bridge Advisors, LLC has announced its merger with TrinityPoint Wealth, LLC, expanding the capabilities of both firms and creating a deeper bench of expertise for clients. The combined firm, to be known as Coastal Bridge Advisors, will offer enhanced advisory, investment management, planning, operations, and technology services.
Company Info
Location
united states
Additional Info
Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim of providing better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to "Uncomplicate It" for clients, which means explaining even the most complex concepts in a way that delivers the clarity clients deserve. The firm strives to help its clients to more clearly plan for retirement and more simply transfer wealth to future generations so they may more effortlessly enjoy the lifestyle they want today.
For information regarding the firm, including its disclosures, visit www.coastalbridgeadvisors.com. Contact: Deirdre Childs, Director of Marketing, at 203-683-1530 or dchilds@coastalbridgeadvisors.com.
SOURCE Coastal Bridge Advisors