Founded in 2008 by Kevin Burns, Jim Pratt-Heaney and Bill Loftus, a team who worked together for over a decade at Merrill Lynch, Coastal Bridge Advisors is an independent Registered Investment Advisor offering a full range of wealth management and family office services to discerning families across the country. From its offices in Westport, CT and Los Angeles, CA, Coastal Bridge provides its clients with highly personalized service and executes sophisticated strategies designed to positively impact their clients’ financial well-being.