Coastal Bridge Advisors Earns Platinum, Silver Summit Marketing Effectiveness Awards

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Wealth management firm takes home wins in redesign/rebrand and website categories

Coastal Bridge Advisors

Coastal Bridge Advisors, LLC, an independent wealth management firm, today announced it won two awards in the 2020 Summit Marketing Effectiveness Awards: a platinum award for Brand and Logo Redesign in the Redesign/Rebrand category and a silver award for Website Redesign in the Website category.

Coastal Bridge Advisors earned both awards as part of its “Uncomplicate It” marketing rebrand. The tagline, logo redesign and user-friendly website were all components of a larger rebrand and initiative to better reflect the firm’s commitment to helping its clients simplify their lives. The firm’s award-winning brand strategy continues to resonate with clients and capture the attention of leading industry stewards of effective marketing and creative work, earning it four prior wins in the 2020 Summit Creative Awards.

The Summit Marketing Effectiveness Awards, which judged more than 1,600 entries from 15 countries, is based upon the premise of marketing communications which change, influence or reinforce an audience’s knowledge, attitude or beliefs. Only 7% of submissions to the 2020 Summit Marketing Effectiveness Awards were recognized by a silver, platinum or best of category award.

“The ‘Uncomplicate It’ message is fundamental to our service model” said Coastal Bridge Advisors President Jeffrey Fuhrman. “Our client base is comprised of highly productive individuals and families who lead busy lives and rely on their trusted advisors to support them. That’s where we prove our value; we seek to alleviate them of any stress by providing uncomplicated, straightforward and personalized solutions designed around their best interests.”

Coastal Bridge Advisors, which maintains bicoastal offices in Connecticut and California, underwent a rebrand in July 2019. The rebrand was a creative collaboration between Coastal Bridge Advisors, Dave Wang Design (a visual brand design agency), John Parikhal (formerly a top international marketing expert, now a partner in management consultancy Breakthrough Management LLC) and Bob Gourley (a freelance web designer).    

About Coastal Bridge Advisors:

Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim to provide better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to “Uncomplicate It” for clients, which means explaining even the most complex concepts in a way that delivers the simple clarity clients deserve. The firm is focused on helping its clients more clearly plan for retirement, more simply transfer wealth to future generations and more effortlessly enjoy the lifestyle they want today.

More information about the firm can be found at

Contact: Christine Smith at 203-742-5957 or

About the Summit Marketing Effectiveness Award

Over the past 26 years, the Summit International Award organization has established itself as one of the premier arbiters of creative and marketing excellence. The Summit Marketing Effectiveness Award recognizes and rewards companies for innovative and leading-edge creative work that uses strategy and results-based effectiveness to create solutions in today's marketplace.

About the Summit Creative Awards

The Summit Awards organization was founded in 1994. Annually it conducts the Summit Creative Award, the Summit Marketing Effectiveness Award and the Summit Emerging Media Award. Additional information about the Summit International Awards organization, its competitions and winning firms can be found on the SIA web site at This year’s competition received more than 4,100 entries from 27 countries. The entrants were evaluated against a stringent set of standards by a Board of Judges comprised of a select group of marketing executives. During its blind judging, these panelists searched for and identified innovative and creative concepts, strong executions and user experience, and the ability to communicate and persuade.

Important Disclosures
The Summit International Awards removes many of the barriers that exist for effectiveness competitions. Whether a one-person firm, in-house marketing department, or large firm, all marketers should have the opportunity to have its efforts evaluated in an effectiveness competition that is uncomplicated, reasonably priced, and has spot-on evaluative criteria. The Summit MEA bases the judging criteria on the true purpose of advertising and marketing: to change, influence, or reinforce the consumer’s knowledge, attitudes, and beliefs. When a submission achieves this goal, judges recognize it with a Silver, Platinum, or Best of Category Award. In 2021, more than 1600 entries were received from 15 countries. The awards are not based on any client experience. Receipt of the awards is not indicative of future performance.


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