In Milford, Connecticut, life moves to a coastal rhythm shaped by connection and trust. Neighbors look out for one another, local businesses are anchored in relationships, and shared experiences strengthen community ties. That same steady foundation guides Coastal Bridge Advisors. Like the tides and changing seasons along the shoreline, clients rely on consistent guidance and enduring partnerships to navigate financial milestones with confidence and clarity.
LISE ROBINSON
What is your favorite thing about living in Milford?
My favorite thing about living in Milford is its centralized location, beautiful beaches, and strong sense of community. My involvement with the Milford Rotary Club has deepened that connection, giving me the opportunity to collaborate with local leaders and friends who are dedicated to giving back and making a meaningful impact.
What makes you different from other financial advisors?
What sets me apart is my experience working closely with not just individuals and families, but also nonprofit endowments and the board members who oversee them. This has given me a deep appreciation for fiduciary responsibility, transparency, and the broad reach that our financial decisions and plans have in supporting our clients and the communities around us.
JR ROMANO
What is it like to work with a financial advisor, and how often do we meet?
Working with a financial advisor should feel collaborative, organized, and reassuring—not overwhelming. It begins with a thoughtful conversation about your goals and values, followed by a personalized plan. From there, ongoing guidance and adjustments help you stay confident through life’s changes and market shifts.
What does it mean to be a fiduciary financial advisor?
As a registered investment adviser, I’m held to a fiduciary standard, meaning I’m legally required to act in my clients’ best interests. That includes offering recommendations based solely on their needs and maintaining full transparency around fees, conflicts, and decision-making.
JIM BETZIG
Why was it important for you to build your firm here in Milford?
I was born and raised in Milford, so founding an independent Registered Investment Advisory firm here was both natural and personal. This community shaped my values and work ethic, inspiring me to build a firm grounded in trust and transparency. Serving local families and organizations means investing in the community that shaped me.
For me, it’s about more than financial planning — it’s about investing in and giving back to the Milford community that has given so much to me.
MATT COUTCHER
What is your favorite thing about being a financial advisor?
What I love most about being a financial advisor is helping people navigate pivotal moments in life from retirement planning to navigating a major life transition—with clarity and confidence. In a close-knit community like Milford, relationships extend beyond the office. Supporting neighbors’ financial security makes this work deeply personal and truly fulfilling.
How do you integrate tax planning and will you work with my CPA?
Tax planning is an essential part of any comprehensive financial plan, and that’s largely why I decided to get my Masters in Taxation. I work closely with clients to integrate tax-aware strategies into investments, retirement income, and charitable giving, while also working in tandem with clients and their CPAs to deliver coordinated, efficient planning and minimize unexpected tax surprises.