David James is an experienced wealth manager at Coastal Bridge Advisors who works closely with high net worth families, private companies, their principals, and their counselors on the construction of custom investment portfolios and advanced wealth preservation strategies. Together with his partners, he helps affluent clients address their six biggest concerns: growing their wealth, preserving their wealth in challenging environments, mitigating taxes, taking care of their heirs, and charitable giving. Successful individuals and families work with David to: -develop and implement a comprehensive financial plan to help reach their financial goals. -make smarter decisions in today's uncert