BNY Mellon Wealth | A Client-First Culture | BNY Mellon Wealth Management

Strategy

Investment Update:
The Power of Prediction

Jeff Mortimer

Jeff Mortimer’s June/July Investment Update discusses the optimism reflected in survey or “soft” data and the delay in corresponding hard data improvements.

Vision

Are Collectibles a Good Investment?

Collectibles offer investors the opportunity to combine their personal passions with the potential for financial return. Yet, there are some unique risks involved. Here is what you need to know before getting started.

Discover

The types of clients we serve and the services we offer

Individuals & Families

We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.

Learn More

Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

Learn More

Family Offices

Among the first of its kind in the nation, our Family Office services feature industry-leading resources and expertise for family offices and their financial interests.

Learn More

Non-Profits

We offer a full range of investment, custody, and reporting services tailored specifically to the needs of non-profits nationwide.

Learn More

Experience

What to expect as our client

Experience

A Client-First Culture

We do things a little differently at BNY Mellon Wealth Management. Here, we have a commitment to serving clients, not selling products–a client-first approach that has led to industry-leading client satisfaction rates.

And while we're proud of those results, it’s our client retention rates that matter most to us. Those sustained relationships can only be earned over time–and they’re what allow us to create not just richer lifetimes, but enduring legacies.

Research

Our expertise at work

Strategy

The Tax Benefits of Investing in Small Businesses

Pam Lucina, Justin Miller and John Welsh

The Qualified Small Business Stock exclusion is an extremely valuable incentive for entrepreneurs and investors. If certain requirements are met, this tax benefit can provide significant savings.

Strategy

Exiting the Paris Agreement: What Does It Mean?

Caroline Lee-Tsao, Lisa Sampson

While President Trump's decision to withdraw from the Paris climate agreement may not affect markets in the short term, it could have serious repercussions on the U.S. economy in the long run.

Strategy

Using Credit to Build and Maintain Your Wealth

Are there benefits to taking out a loan? There are times when an effective use of credit is the best way to seize an opportunity.

Connect

Our latest events and sponsorships

43rd Annual Probate & Trust Law Section Conference

Jun 12 - 13
2017

St. Paul, MN
BNY Mellon Wealth Management is pleased to support the 43rd Annual Probate & Trust Law Section Conference. BNY Mellon Wealth Management's wealth planning experts Pam Lucina and John Welsh will be on hand to present That’s Not What Mom or Dad Wanted: The Role of Settlor’s Intent in Long-Term Trusts. If you’re attending, please join Pam and John on June 13 at 8-9am.

Learn More

ACTEC’s Summer Meeting (The American College of Trust and Estate Counsel)

Jun 14 - 18
2017

The Fairmont Olympic, Seattle, Washington
BNY Mellon Wealth Management is proud to support our two Fellows at the American College of Trust and Estate Counsel’s Summer Meeting as they gather with some of the nation’s most skilled and experienced attorneys to improve and reform probate, trust and tax laws, procedures surrounding wills and trusts, estate planning, probate procedure, and administration of trusts and estates.

Learn More

Want to learn more?

Whether you are an individual or part of a Family Office or Non-Profit organization, complete our quick contact form and we’ll schedule a call to discuss your needs.