Broker Check

Myles Wealth Management  

Florida, NY

 Partnered with Coastline Wealth Management


Financial Planning and Wealth Management

for Families, Professionals, and Business Owners


Clarity for Every Financial Decision You Face

Serving families, business owners, and multi-generational households throughout Orange County, NY with planning-first guidance, disciplined strategies, and a team dedicated to your long-term success.

Call and Speak to Our Team!

(845) 651-3070

Backed by the legacy of Myles Wealth Management, founded in 1976, and powered by Coastline’s modern planning platform.
Our team brings structure, strategy, and stability to the most important areas of your financial life. 

Your Long-Term Partners

Our office is home to advisors, planners, and service professionals who understand the financial realities of living, raising families, and running businesses in our community.

Our Team Focuses on...

helping clients bring structure and clarity to complex financial decisions through coordinated planning and specialized strategies.

We help our clients:

  • Prepare for retirement with clarity and confidence
  • Fund college without jeopardizing long-term goals
  • Understand business value before major decisions
  • Protect their families, minimize taxes, and build generational wealth
  • Align every part of their financial life into one cohesive plan
  • Explore strategies such as “Bank on Yourself” that can help certain clients build a private pool of capital for future opportunities while maintaining long-term financial flexibility

Strategic Wealth Decisions

Bank on Yourself

Plan Smarter Wealth

You Deserve a Future Built on Clarity and Confidence 

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A Conversation Focused on You 

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. 

Retirement You Can Rely On
Create a clear roadmap for income, risk, investments, and lifestyle so you can enjoy the years you worked so hard to build.

College Planning Without Financial Strain
Reduce out-of-pocket tuition costs, avoid FAFSA and CSS mistakes, and keep retirement on track while supporting your children’s future.

Clarity for Business Owners
Get a transparent, defensible valuation before you make decisions about selling, succession, financing, or bringing in a partner.

Generational Wealth That Lasts
Build a plan that supports parents, children, and grandchildren with intentional tax, estate, and planning strategies.

Investment Guidance That Fits Your Life
Access Coastline Capital Management’s disciplined portfolios built to support long-term goals and financial durability.

Protection for the People You Love
Insurance and risk management strategies designed to safeguard your income, assets, and lifestyle.

Strategic Wealth & Cash Flow Control
Some clients choose to incorporate strategies often referred to as “Bank on Yourself”, which use specially designed whole life insurance policies to create a private pool of capital that can support major purchases, business opportunities, and long-term wealth planning while maintaining financial flexibility.

Call and Speak to Our Team!

(845) 651-3070

Meet the Team
Our leaders & Advisors

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 potential
  • Greater financial flexibility
  • A legacy asset for future generations

Our role is to evaluate whether this strategy fits within your overall 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)