Independent Fiduciary Wealth Advisors in Westport & Milford

Work with independent fiduciary advisors focused on your best interests. We provide disciplined wealth guidance designed to protect, grow, and steward your financial future with clarity and transparency.

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Independent fiduciary guidance built around your long-term financial goals.

Coastal Bridge Advisors respects the confidentiality of all information shared and maintains appropriate safeguards to protect personal and financial data.

How We Support Your Financial Goals

Build a Coordinated Financial Plan

We can help you create alignment across investments, planning, and long-term priorities through a cohesive fiduciary framework that brings structure and clarity to every financial decision.
Strengthen and Grow Your Wealth

We can help you develop strategies designed to support steady progress, manage risk thoughtfully, and adapt as goals, markets, and personal circumstances evolve over time.
Build and Protect Wealth With Confidence

We can help you focus on what matters most by being intentional about who we work with, allowing us to provide a level of attention, care, and responsiveness that supports confidence, continuity, and long-term planning.

Experienced Advisors. Personal Relationships.

We provide coordinated fiduciary guidance across the full scope of wealth management. Rather than fragmented advice, our structured process brings clarity, discipline, and long-term confidence to complex financial decisions.

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Recognition

Coastal Bridge Advisors Named Forbes “Top RIA Firms” for 2025!

“We are incredibly honored to be named among the ‘Top RIA firms in America’ according to Forbes Magazine,” said Mark Dupont, President.

The Forbes Top RIA Firms 2025 ranking, which is independently determined by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data as of 6/30/2025. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For a comprehensive explanation, please see the complete methodology here.

What makes us different from other advisory firms?

We take responsibility for the full scope of wealth management, coordinating every financial decision within a single, fiduciary framework. Rather than fragmented advice, our work is designed to bring clarity, continuity, and discipline across generations.