Founding Partner, Coastal Bridge Advisors
With over three decades in financial services, Jim Pratt-Heaney helps individuals and families build lasting wealth through disciplined investment management, strategic planning, and deeply personal client relationships. Based in Weston, CT, Jim brings the experience of a seasoned advisor with the care of a trusted partner.
Meet Jim
Jim Pratt-Heaney co-founded Coastal Bridge Advisors with a clear mission: deliver institutional-caliber wealth management to individuals and families who deserve it. Over more than 30 years in financial services, Jim has built a reputation for rigorous analysis, sound judgment, and genuine relationships with the clients he serves.
Jim currently serves on the Advisory Board for Pershing Advisor Solutions and has been featured on Fox Business Channel and the Dow Jones Advisor Show. His commitment to education—through Marist College and continuing studies at Ohio State and The Wharton School of Management Center—reflects the same intellectual rigor he brings to every client engagement. You can read more on his full background and philosophy.
Outside the office, Jim is a family man, an avid guitarist, and an active presence in the Weston, CT community. He and his wife are surrounded by their children and growing families—a reminder of what long-term thinking is really for.
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Perspectives & Insights
Get in Touch
Whether you're thinking about a major financial transition, looking to refine your investment strategy, or simply want to have a conversation about your long-term goals, Jim is glad to hear from you. Reach out through the form or connect with Jim on his LinkedIn profile.
