Westport, CT – December 19, 2024 - The team at Coastal Bridge Advisors is excited to announce a plan to combine our firm with TrinityPoint Wealth, an independently managed financial planning and investment advisory firm headquartered in Milford, CT. This merger is more than just the combining of two firms; it's the fusion of shared values, strengths, and visions—all aimed at elevating the level of service we provide to our clients. Both of our firms care deeply for our clients and share a common approach to fiduciary advice.
The merger, which is set to be completed by December 31st, not only enriches our collective capabilities but also provides our clients with a deeper bench of expertise, including enhanced advisory, investment management, planning, operations, and technology capabilities. Moreover, TrinityPoint Wealth’s esteemed institutional and 401(k) practices will complement Coastal Bridges’ comprehensive suite of services, enabling us to fulfill our clients’ financial needs more effectively than ever before.
“I'm excited to combine these two top tier firms, to enhance our mutual clients experience,” said Chairman of Coastal Bridge Advisors, Kevin Burns. “By bringing our service, advisory and investment teams together the expanded breadth of offerings assures that Coastal Bridge Advisors will be able to serve our clients with premier wealth management and virtual family office services for generations to come. I’m particularly pleased with the experienced management team that TrinityPoint Wealth brings to the table and the next generation of credentialed advisors that complement our terrific team.
“We are thrilled and privileged to announce our strategic merger with Coastal Bridge Advisors,” said CEO of TrinityPoint Wealth, Jim Betzig. “Kevin, Bill, Jim, and the Coastal Bridge team have built an outstanding business, and together, we will create a transformative force in the industry. Both firms have experienced organic growth, and this combination will be a game changer.”
As part of the merger, clients will continue to receive the same high level of personalized service they have come to expect, while benefiting from the broader expertise, resources, and innovative solutions offered by the unified firm. The combined firms will operate under the Coastal Bridge Advisors’ name and the integration of the two teams is expected to be seamless, ensuring minimal disruption to ongoing client relationships.
About Coastal Bridge Advisors: 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. 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, please visit www.coastalbridgeadvisors.com.
About TrinityPoint Wealth: TrinityPoint Wealth is an investment advisory firm based in Milford, CT and Charlotte, NC. Our independent investment firm is founded by a team of fiduciary advisors, who have more than 100 years of combined financial experience. No matter your goals or circumstances, we will work tirelessly on your behalf, providing value-added services, highly personalized attention and solutions customized for your unique objectives. For information regarding the firm, please visit: www.TrinityPointWealth.com.
For more information please contact Info@CoastalBridgeAdvisors.com
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