CIMA® Financial Strategist & Founding Partner, Coastal Bridge Advisors
Jim Pratt-Heaney brings more than three decades of rigorous, credential-backed financial strategy to clients who demand more than off-the-shelf advice. As a CIMA®-certified advisor and co-founder of Coastal Bridge Advisors in Weston, CT, Jim translates complex market realities into clear, actionable investment plans built around each client's life — not a model portfolio.
The Strategist Behind the Plan
Jim Pratt-Heaney earned his CIMA® designation — one of the most rigorous credentials in the investment consulting field — because he believes clients deserve advisors who are held to the highest standard of knowledge and ethics. His continuing education at The Wharton School of Management Center and Ohio State University reflects a career-long commitment to staying at the forefront of financial strategy.
At Coastal Bridge Advisors, Jim leads with independence. As a registered investment advisor, he is free from product quotas and commission incentives — giving clients the confidence that every recommendation flows from strategy, not sales. His insights have been featured on Fox Business Channel and the Dow Jones Advisor Show.
Whether navigating a complex estate transition, structuring a retirement income strategy, or helping a family think through how to navigate market volatility, Jim's approach is always the same: understand the full picture first, then build a plan that lasts.
Explore Jim's background and credentials →
Strategic Thinking in Writing
Get in Touch
Ready to have a conversation about your financial future? Jim Pratt-Heaney welcomes the opportunity to understand your goals and share how a disciplined, independent strategy can help you achieve them. Reach out directly to start the dialogue.
