Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Charles Coutcher is a financial advisor with Coastal Bridge Advisors in Westport, CT. Matthew has been in the financial services industry for over 5 years and holds the Series 65 license. Matthew has a strong background in financial planning and portfolio management and is committed to helping his clients reach their financial goals. Matthew's clients include high-net-worth individuals, corporations, insurance companies, and individuals other than high-net-worth. Matthew also has a background in wealth management, working with CBA Management Co. LLC as a Partner – Wealth Advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
01/24/2025 - Present
Coastal Bridge Advisors (WESTPORT CT)
IA
Issued 09/14/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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