Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, has announced that Focus partner firm Coastal Bridge Advisors, LLC will join forces with fellow Focus partner firm TrinityPoint Wealth, LLC. The transaction is expected to close in the first quarter of 2025. Both firms are headquartered in Connecticut and will operate under the Coastal Bridge Advisors name following closing of the transaction.

This transaction will expand the capabilities of both firms and create a deeper bench of expertise for clients, including enhanced advisory, investment management, 401(k), planning, operations, and technology services.

The combined firm will be led by Jim Betzig as CEO, Mark Dupont as President, Bill Loftus as Chief Revenue Officer, and Kevin Burns as Chairman.

“This merger is about more than just combining two of our partner firms; it is a fusion of shared values, capabilities, and vision, all aimed at elevating the level of service provided to clients and their advisors,” said Michael Nathanson, CEO of Focus. “Both firms’ deep industry expertise, common commitment to fiduciary advice, and dedication to their clients make this a natural fit as they continue to evolve to meet the market opportunity.”

“I am excited to unite these two respected firms to enhance the experience for all our clients,” said Mr. Burns. “By integrating our service, advisory, and investment teams, the expanded range of offerings allows our unified firm to better serve clients with comprehensive wealth management and virtual family office services for generations to come. I am especially pleased with the depth of experience the TrinityPoint Wealth team brings and the skilled next generation of advisors who enhance the strengths of our existing team.”

“We are thrilled and privileged to announce our strategic merger with Coastal Bridge Advisors,” said Mr. Betzig. “Kevin, Bill, Jim, and the rest of the Coastal Bridge team have built a strong business, and together, we believe we will create a transformative force in the industry that is well-positioned to increase the organic growth previously achieved by each firm. Focus has been fully supportive of this merger from the beginning, with a key contributor being the addition of our new President, Mark Dupont, who will be instrumental in making this merger a seamless transition for both teams.”

About Focus Financial Partners Inc.

Focus is a leading partnership of wealth management, business management, and related financial services firms. Focus provides access to greater resources and services for its affiliated firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, capital, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

About Coastal Bridge Advisors, LLC

Coastal Bridge Advisors is an independent registered investment advisory firm based in Westport, CT and Los Angeles, CA. The firm was formed with the aim of providing better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. The firm strives to help its clients more clearly plan for retirement and more simply transfer wealth to future generations so they may more effortlessly enjoy the lifestyle they want today. For information regarding the firm, please visit www.coastalbridgeadvisors.com.

About TrinityPoint Wealth, LLC

TrinityPoint Wealth is an investment advisory firm based in Milford, CT and Charlotte, NC. The firm was founded by a team of fiduciary advisors who have more than 100 years of combined financial experience. No matter the goals or circumstances of its clients, TrinityPoint Wealth will work tirelessly on its clients’ behalf, providing value-added services, highly personalized attention, and solutions customized for clients’ unique objectives. For information regarding the firm, please visit www.TrinityPointWealth.com.

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