When Peter Miles left aviation in 2001, he turned his pilot's discipline toward financial advice. The habits of filing flight plans, using checklists, and recalculating routes in turbulence shaped an approach that frames financial planning as an adaptive journey. With a conviction that guidance should be available to anyone navigating life's financial terrain rather than being reserved for those who have already arrived, he established St. Croix Wealth Management.
According to Miles, a persistent misconception in the wealth management industry is that personalized advice belongs only to retirees and the exceptionally wealthy. Some firms, he notes, segment clients by account size, directing smaller relationships to impersonal service lines while reserving customized planning for larger balances.
