Gregg Miles and James Masur have merged their respective financial services offices to launch Cross Coastal Advisors to provide high-net-worth (HNW) individuals wealth transfer strategies and comprehensive financial planning services in the Boston area and nationwide.
The newly formed entity will offer a comprehensive platform that will bring together all of the various aspects of their clients’ financial including the services offered by accountants, attorneys, investment advisors, brokers and insurance agents.
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Miles said: "Our clients have complex financial lives and they need to make important decisions with far-reaching consequences. Our job as advisors is to give them the guidance they need to help protect, preserve and transfer their wealth efficiently."
Apart from Miles and Masur, the Cross Coastal Advisors team also includes Justin Hayward, who specializes in working with millennials; some second-generation clients, along with young professionals and business owners.
Gregg Miles is a Certified Financial Planner (CFP) professional and specializes in developing risk-management strategies for HNW clients. He is also well-versed in advanced planning for large estates and generational asset transfers.
Masur worked for 20 years as a corporate chief financial officer with firms like Babson Capital and Deutsche Asset Management prior to establishing a practice as a ‘Personal CFO’ working with successful individuals, business owners and their families on comprehensive financial planning to integrate their professional and personal financial lives.
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By GlobalData"At Cross Coastal Advisors, we fully understand what it takes to help our clients manage their capital in an efficient and profitable way during their lifetimes and build a foundation for the future," said Masur. "We see ourselves as stewards of their family’s wealth."
