Cross Coastal Advisors Formed to Meet High Net Worth Planning Needs

Dec 10, 2015, 10:58 ET from Cross Coastal Advisors

BOSTON, Dec. 10, 2015 /PRNewswire/ -- Recognizing that successful individuals – many of whom have owned and sold businesses – have a critical need for knowledgeable wealth transfer strategies and comprehensive financial planning services, Gregg Miles, CFP®, and James Masur have merged their respective financial services offices and launched Cross Coastal Advisors to provide high-net-worth individuals with these combined services in the Boston area and nationwide.

One of the cornerstones of business at Cross Coastal Advisors is providing a comprehensive platform that brings together all of the various aspects of their clients' financial lives.  Successful people typically surround themselves with many advisors such as accountants, attorneys, investment advisors, brokers, insurance agents, etc.  In most cases, these advisors offer their guidance mutually exclusive of one another.  Cross Coastal Advisors' goal is to bring all these pieces together to make sure that all aspects of their clients' financial lives are properly integrated; in effect, becoming each client's "personal CFO" to create a comprehensive financial roadmap.  They then work together with their clients to monitor and make adjustments to their financial plans as personal and professional milestones unfold over time.

"Our clients have complex financial lives and they need to make important decisions with far-reaching consequences," says Gregg Miles.  "Our job as advisors is to give them the guidance they need to help protect, preserve and transfer their wealth efficiently."

At Cross Coastal Advisors, each partner brings his own valuable expertise to the firm, and together they offer extensive knowledge and years of experience in corporate and personal financial planning.

Gregg Miles is a Certified Financial Planner® professional, indicating his expertise and achievement in meeting rigorous industry standards.  He is skilled in developing risk-management strategies for high-net-worth clients, and has years of investment management experience working with highly successful individuals with carried interest in private equity, venture capital and hedge funds, and planning around the stock for business owners in the private sector.  In keeping with the firm's focus on estate planning Miles is well-versed in advanced planning for large estates and generational asset transfers.

After 20 years as a corporate chief financial officer with such well known firms as Babson Capital and Deutsche Asset Management, James Masur established 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.  Masur believes strongly in providing his clients with a high level of financial education so they can thoroughly understand their options and make informed decisions about their finances.

In addition to Miles and Masur, the Cross Coastal Advisors team also includes Justin Hayward, who specializes in working with millennials; some second-generation clients, along with rising young professionals and business owners.  Hayward's expertise is in creating and executing plans that support both current and future financial efficiency, putting specific emphasis on building a foundation that clients can grow into as their incomes increase.

"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," says Masur.  "We see ourselves as stewards of their family's wealth."

Cross Coastal Advisors provides clients with the best the industry has to offer – a team of experts, a complete portfolio of financial products and services, and the resources, knowledge and experience to provide customized wealth management planning with the highest standard of financial responsibility.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 101 Federal Street, Suite 800, Boston, MA 02110 (617) 439-4389. Cross Coastal Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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Contact: Office – 617-526-9393 or info@crosscoastaladvisors.com

SOURCE Cross Coastal Advisors



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