A Client-First Culture

Vision

Are We Nearing the End of the Bull Market?

Jeff Mortimer

Bull markets do not die of old age. Instead, they are often killed when the Fed is forced to raise rates to combat high inflation, leading to an economic stumble.

Strategy

Avoid the Pitfalls of Improper Asset Titling

A well-thought-out asset titling strategy can minimize your exposure to taxes and ensures that your wishes are carried out in the simplest and most efficient way possible.

Strategy

Quarterly Investment and Economic Webinar

Please join Chief Investment Officer, Leo Grohowski, and our panel of investment experts to discuss the heightened trade tensions, political uncertainty and evidence of slowing global growth have reignited market volatility and where they see challenges and opportunities.

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.

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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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Non-Profits & Pensions

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

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Experience

What to expect as our client

Experience

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

Fred's Story: Taking Cues From Your Clients

Fred Kamel, President of Accommodations Plus International, believes that being in touch with your clients can reveal “real wisdom” that leads to success.

Strategy

Mary's Story: Success Through Trusted Partnerships

Mary Meduski, President and CFO of Tierpoint and Cequel III, talks about the confidence necessary to start from scratch, find the right partner and make a difference in an industry.

Strategy

Bob's Story: Creating a Compelling Culture

Bob Shaw, former CEO and President of Netoptics, explains how an exciting, engaging corporate culture compelled his employees to excel and made his business grow at an unheard of rate.

Connect

Our latest events and sponsorships

Outstanding in the Field: McEvoy Ranch Dinner

Jun 18
2019

Petaluma, CA
BNY Mellon Wealth Management is thrilled to participate in an event hosted by Outstanding in the Field, the group that brings high-quality restaurant experiences to the outdoors. The culinary experience will take place at McEvoy Ranch, a picturesque farm known for its award-winning olive oils and artisan goods.

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ACTEC 2019 Summer Meeting

Jun 27 - 30
2019

Vancouver, BC
BNY Mellon Wealth Management is a proud supporter of the American Collee of Trust and Estate Counsel (ACTEC) and their 2019 Summer Meeting.

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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.