Four Key Points in the Latest Republican Tax Proposal

While it will take months for Congress to negotiate a final tax bill, the framework laid out in this proposal gives us a sense of what to expect. Here are four key points we'll be keeping an eye on.

Investment Update: The Increasing Attractiveness of International Equities

Jeff Mortimer

Strong economic and earnings growth abroad are making international equities appear more attractive than they have in years. Jeff Mortimer's October Investment Update takes a closer look at whether it's time to add exposure to international.

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What's in Store for the Markets?

Leo Grohowski

CIO Leo Grohowski and Family Wealth Investment Advisor Terry Sylvester Charron discuss what’s driving the markets and factors that may affect the market the remainder of the year.

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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.

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Advisors to Individuals & Families

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

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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.

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

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What to expect as our client

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.


Our expertise at work


Our latest events and sponsorships

2017 Vistage Executive Summit

Oct 24

Salt Lake City, UT
BNY Mellon Wealth is honored to be a platinum-level sponsor of and participant in Driving Dynamic Decisions – Vistage’s Executive Summit.

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Silicon Coast 2017 Conference and Expo

Oct 26 - 27

Irvine, CA
BNY Mellon Wealth Management welcomes the opportunity to participate in Silicon Coast 2017 and support Southern California’s thriving technology and entrepreneurial communities.

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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.