Social Finance: Where Wealth and Values Meet

Investors who adopt social finance strategies don't have to sacrifice returns in order to feel good about the makeup of their portfolios or to effect meaningful societal change.

Take Advantage of Year-End Planning Opportunities

It's a good time to take stock of how a portfolio may have changed over the last year, and to look for opportunities to strengthen the portfolio going forward.

Read More

Five Potential Tax Code Changes Under President Trump

Justin Miller

Now that Republicans control the White House and Congress, we could see the first significant tax reform in 30 years. But what might such reform include?

Read More


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

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

Learn More


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

Heckerling Institute on Estate Planning

Jan 9 - 13

Orlando, Florida
BNY Mellon Wealth Management is honored to again be a Platinum-level sponsor of the premier conference for estate planners. If you’re attending, please stop by and see us.

Learn More

Naples Winter Wine Festival

Jan 27 - 29

Naples, Florida
As Auction Day Sponsor, BNY Mellon Wealth Management welcomes the opportunity to support the Naples Winter Wine Festival and the excellent and meaningful work of the Naples Children & Education Fund.

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.