Welcome to Myles Wealth Management
Located in Florida, New York, Myles
has been Orange County’s “best-kept secret” for almost four decades. We help successful individuals and families
and growing businesses
make decisions to help grow, preserve, and distribute their wealth. We also work closely with a select network of valued partners
—attorneys, CPAs, insurance agents, and other service providers—serving as a trusted back office for their financial and estate planning needs.
With decades of experience in detailed financial services, our dedicated team works with each client to understand his or her specific challenges, goals, and opportunities for success using our holistic planning process. We then apply the most appropriate services to build a solid foundation and path for achieving that success. Our comprehensive service offerings include:
- personal financial planning
- college funding
- wealth management
- risk management
- debt management strategies
- retirement planning
- estate planning
- charitable giving
- small-business planning
- business continuation planning
- retirement plan consulting for 401(k) and 403(b) plan sponsors
7/12/16 Retirement Planning Can Be Taxing!
July and August Free Social Security Consultations
Check out our newest television commercial!
The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.
Contact us today at 845-651-3070 to learn how our team, our process, and our services can help you effectively grow, preserve, and distribute your wealth—today and far into the future.