2019 Mid-Year Outlook: Navigating an Extended Cycle
As we begin the second half of the year, what will the global economy and markets hold for investors?
Read More
Trust Planning for the Increased Estate Tax Exemption
It is almost always prudent to gift sooner rather than later, to allow the growth and compounding to occur outside of the grantor's taxable estate.
Read MoreDiscover
The types of clients we serve and the services we offer
We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.
Learn MoreWe offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.
Learn MoreAmong 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 MoreWe offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.
Learn MoreExperience
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.
Research
Our expertise at work
Connect
Our latest events and sponsorships
Westport Country Playhouse Annual Gala
2019
Westport, CT
BNY Mellon Wealth Management is proud to be a sponsor of this year’s Westport Country Playhouse Annual Gala.
Outstanding in the Field: Brooklyn Grange at the Navy Yard
2019
Brooklyn, NY
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 feature a panoramic sunset view of the New York City skyline.
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.