About Myles

Founded by Myles Vincent (Vince) Mezzetti in 1976, Myles has been providing trusted financial and business planning services to successful individuals, families, and small-business owners across the Eastern Seaboard for nearly four decades. During that time, the firm has helped hundreds of clients—individuals, families, and growing businesses—make decisions to help grow, preserve, and distribute their wealth.

The Myles Process is an innovative approach to financial planning and wealth management* that considers not only the financial aspects of each client’s life, but also his or her personal outlook on life—including values, life goals, and what brings joy to their lives. Working closely with each client to understand their goals and dreams, we build a plan using the three distinct stages of The Myles Process. Contact us today to learn more about how our unique approach can help you make decisions to help grow, preserve, and distribute wealth.

The three-pointed symbol depicted in our logo is adapted from the Core Assets Quadrant, as outlined by noted author and financial planner Lee Brower. The following is an excerpt from his book, The Brower Quadrant, in which he outlines the significance of the different sections of the symbol.

Core Assets (The Middle Section)

“Core assets influence every other quadrant. The Brower Quadrant logo was designed with the Core quadrant in the center to reflect this idea. All of the quadrants operate synergistically, meshing with other quadrants, but the Core quadrant is at the heart of the system. If left with only one quadrant, most would choose their Core Assets.

The you that makes you you symbolizes and summarizes your Core Assets. These are intrinsic – you’re born with or into them. Your responsibility is to nurture them, allow them to grow and expand to their potential: Your family, your health, your values, and, of course, your unique abilities and talents. These are the abilities, tendencies and proclivities with which we were endowed at birth.”

Experience Assets (First Point)

“When many of us think about the past, we dwell on our errors instead of capitalizing our assets or experiences. We think about what we should have done, what we should have said, how we should have been, instead of focusing on what we experienced, what we learned and how we can share that learning with others.

By recognizing the value of your experiences, by capitalizing those assets and sharing them with others, your life becomes a gift to the world.”

Contribution Assets (Second Point)

“Contributors to society are those who are aware of their surroundings and sense the congruities and incongruities with their higher purpose. They know what activities violate their purpose and which promote their unified family purposes. It is a love of life brought on by a heightened sense of love for others and the environment, spawned by deep appreciation for those things that are harmonious and encouraging of their values.

They are balanced within the quadrants, seeking optimization and growth of their assets, and they are lovingly willing to help and encourage family members and others. The interdependence of contribution-based families, united in purpose, fed by the certainty of knowing their intentions and actions are harmonious with their collective vision, leads to a continuous, unselfish, non-self-promoting impact on society which in turns feeds ever more appreciation and confidence.”

Financial Assets (Third Point)

“Financial empowerment is possible for everyone – no matter what your past or current experience of wealth or poverty. Accepting your current situation means you will no longer waste precious time and energy on self-pity, self-doubt, resentment, envy or frustration. Rather, you will begin to search for the vehicle that will get you where you want to go with an open mind, compassion and focused commitment, making a determined effort to follow the rules of financial empowerment.”

Source: Brower, L. (2009). The Brower Quadrant.

uals, families, and small-business owners across the Eastern Seaboard for nearly four decades. During that time, the firm has helped hundreds of clients—individuals, families, and growing businesses—make decisions to help grow, preserve, and distribute their wealth.

James was also featured on WTBQ’s “Roundtable” featuring County Executive Steve Neuhaus, May 18, 2015

-The downloadable audio file for the radio interview is here

Vince and James were featured on FOX Radio’s “Let’s Talk Orange County Chamber Business” on August 31, 2014. Click below to hear their interview:

-The downloadable audio file for the radio interview is here

The Florida Focus, October 2014, Page 3

“Myles Wealth Management’s St. Patrick’s Day Concert Draws 550 People”. The Warwick Advertiser, March 19, 2015

 “Vince Mezzetti to be honored at Winslow Denim & Diamonds Gala”. The Warwick Advertiser, June 26, 2015 

Here’s where you’ll find episodes of The American Dream, James Mezzetti’s radio show airing every Tuesday from 10-11 am on WTBQ Radio in Warwick, NY. Each episode features an Orange County entrepreneur, and explores the path they took to achieve success and the lessons they’ve learned along the way.

Each episode lists the guest and original airdate.

What is your fee structure?

Myles is a fee-based advisory firm. Our asset management compensation is 100% transparent, so you know exactly what we make and the value we provide. We charge a competitive asset under management (AUM) annual fee that is computed on the value of the assets we manage. In certain circumstances, a financial planning fee may be charged. Insurance products, by their nature, may carry commissions.

How do I know my reports are accurate?

Myles does not have direct custody of your accounts. We provide 24/7 access and visibility to your accounts via our online client portal. Your funds will never be comingled with any other investments.

I consider myself to be financially savvy. Do I need a financial advisor?

Do you know that even high net-worth individuals often hire the assistance of a financial professional? These highly successful and disciplined people know that accountability is a key to success. However, many people with the knowledge and experience to manage their own assets will procrastinate when it’s time to make a decision. Often their own needs take a back seat to jobs or family. We at Myles seek to add value not only by helping you develop a plan, but also by implementing and adjusting it when necessary. Our knowledge and accountability as a financial advisor can help you take the necessary actions to meet your goals.

Can I use just one of your services?

Yes. However, our holistic planning firm is best utilized after consultation on our three services – wealth, risk, and debt management.

We offer solutions using a consultative approach, with the goal of simplifying your financial life. Typically, Myles has found that coordinating a client’s investment portfolios and financial planning is the best path to achieving this goal. While the majority of our clients seek both services, when appropriate, we are able to unbundle our services and provide only investment management or financial planning to meet your needs.

What is a fiduciary?

Under the Employee Retirement Income Security Act (ERISA), a fiduciary is any person, company, or association that renders investment advice for a fee or other compensation with respect to the funds or property of a plan, or who has the authority to do so. A fiduciary exercises discretionary authority or control over the management of a plan or the management of the disposition of its assets, or has the discretionary authority or responsibility in administering a plan. Importantly, a fiduciary is bound to always act in the best interests of the client.