Broker Check

Jim Mezzetti

President | Myles Wealth Management

 Leading Strategic Planning for Business Owners & Family Wealth


Strategic Leadership for Families and Business Owners Who Want to Win the Long Game

Our work is built on long term relationships and clear strategy.

For more than a decade, I’ve worked with business owners and families navigating some of the most important financial decisions they will ever make. As a business owner and parent myself, I understand how quickly success can create complexity.

Whether it’s understanding the true value of a business, structuring capital through strategies like Bank on Yourself®, or coordinating long term family wealth planning, my role is to bring clarity to the moving parts and help our clients make confident decisions about their future.

Call and Speak to Our Team!

(845) 651-3070

You Deserve a Future Built on Clarity and Confidence

Turning Complexity Into Strategy & Long Term Control

The clients I work with have built something meaningful. With success comes more complex financial decisions.
My role is to bring structure and strategy so you can move forward with clarity and confidence.

 

For Individuals & Families

Many families want to grow and protect their wealth while keeping long term goals on track. That often means creating a reliable retirement plan, protecting assets, coordinating education funding responsibly, and structuring wealth so it passes smoothly to the next generation. The objective is balance so you can enjoy life today while protecting your family’s future.

For Business Owners

For many entrepreneurs, the business is both their greatest asset and their greatest risk. I help business owners understand the value of what they have built and align their personal financial strategy with the success of the business. This includes preparing for succession or a future sale, protecting the company and the people who rely on it, and building a plan for life after the business.

At every stage, my goal is simple. Give you clarity, confidence, and control so you can focus on what matters most.

Strategic Wealth Decisions

Bank on Yourself

Plan Smarter Wealth

Simplifying Wealth
Turning Financial Complexity Into Clear Strategy

I work with families and business owners to grow, protect, and transition their wealth with confidence. Whether you are building long term security, preparing for retirement, creating a legacy, or planning the future of a business, my role is to simplify the moving parts and create one clear strategy forward.

How I Help You Achieve Financial Clarity and Control
I lead a coordinated planning process that helps families build and preserve wealth, enjoy a sustainable retirement, and transfer their legacy with confidence.

Build and Preserve Wealth
Grow wealth in a disciplined way while protecting it against market volatility, inflation, and unexpected events. Through coordinated investment planning and tax efficient strategies, we help ensure your financial foundation continues to support your long term goals.

Retirement, Transitions, and Legacy
Create a strategy that provides sustainable income, minimizes taxes, and protects assets through every stage of life. Whether preparing for retirement, navigating a major life transition, or planning how wealth will pass to the next generation, the goal is to ensure your legacy is preserved and transferred according to your wishes.

Business Value, Continuity, and Post Sale Wealth
For business owners, your company may be your greatest asset. I help you gain clarity on the true value of what you have built and prepare for succession, partner transitions, or a future sale. Once that transition happens, we coordinate the next stage by helping manage proceeds and structuring a long term wealth plan that aligns with your personal goals and family legacy.

Meet Our Team

Myles Wealth Management

Lori Mezzetti

Lori Mezzetti

Financial Advisor

845-651-3070

lschellberg@myleswm.com

Lori Mezzetti works closely with individuals and families to help them build strong financial foundations and implement strategies that support long-term security. She serves as a day-to-day resource for clients, helping them navigate...
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Jim Mezzetti

Jim Mezzetti

President | Myles Wealth Management

845-651-3070

jmezzetti@myleswm.com

Jim Mezzetti is a financial advisor who works with families, business owners, and multi-generational households seeking to grow, protect, and transition their wealth. He focuses on helping clients make high-impact financial decisions...
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Luis Neely, RICP® 

Luis Neely, RICP® 

Financial Advisor

Luis Neely is a financial advisor who specializes in retirement income planning for individuals and families approaching or already in retirement. He works with pre-retirees and retirees, typically ages 55 to 70, helping them...
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Susan Brooks

Susan Brooks

Client Service Specialist

845-651-3070

sbrooks@myleswm.com

A Different Way to Think About Your Money


Some families we work with implement strategies commonly known as “Bank on Yourself” or the Infinite Banking concept.


Instead of relying entirely on banks and lenders, this approach uses specially designed whole life insurance policies to build a personal pool of capital that can be accessed for opportunities such as business investment, real estate, education funding, or major life events.


When integrated into a broader financial plan, this strategy can help create:

  • Long-term liquidity
  • Tax-advantaged growth
  • Financial flexibility
  • A legacy asset for future generations

Our role is to evaluate whether this strategy fits within your broader financial picture and ensure it works alongside your retirement, investment, and estate planning strategies.

Give Our Office a Call
You Deserve a Future Built on Clarity and Confidence

Whether you are planning for retirement, preparing for college costs, running a business, or navigating a major financial decision, we are here to guide you.

Visit Our Florida, NY Office

Address: 
59 N. Main St 
Florida, NY 10921 

Phone: (845) 651-3070 

Office Hours: 9 am to 5 pm (Monday - Friday)