Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Coastal Bridge Advisors, Westport, CT
Focus Partner since October 2008
“Partnering with Focus has allowed us to successfully fulfill our dream of forming our own fee-based independent firm so we could provide the best possible service to our clients. Focus has helped us set up our entire RIA infrastructure and operations, while also helping to develop our brand story and marketing materials. To continue our business development success, we’ve utilized the partnership’s network and distribution channels to get our story in front of key audiences. Focus has been there every step of the way, helping us make the best possible decisions for our future.” — Jim Pratt-Heaney, Partner
Based in Westport, CT, Coastal Bridge Advisors serves successful entrepreneurs, professionals, and their families, providing extensive expertise in investment management, tax planning, estate planning, and a full range of family office services. The firm is led by Kevin Burns, Jim Pratt-Heaney, and Bill Loftus, a team who worked for over a decade together at Merrill Lynch and ultimately decided that the formation of an independent firm would allow them to best serve their clients.