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

Strategy

Sizing Up Trade Tensions

Jeff Mortimer

In Jeff Mortimer's August 2018 Investment Update, he discusses the tit-for-tat retaliation between global leaders and its potential to put additional strain on business and consumer confidence, and, eventually, the global economy.

Strategy

Five Important Questions About Your Wealth Plan

Life isn't static — your wealth plan shouldn't be, either. We provide our clients with a thorough assessment of their plans to identify gaps or oversights that could have an impact on their wealth.

Strategy

Global Growth Expanding in the Face of Uncertainty

Leo Grohowski

As we look forward, will fundamentals win or will trade tensions, a potential policy mistake or geopolitics undercut the global expansion and the current bull market?

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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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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

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

Work With a Fiduciary to Ensure You're Getting the Best Advice

Make sure your financial advisors are working in your best interest when making your investment recommendations. Ask if they operate under the fiduciary standard.

Strategy

How to Make Tax-Deductible, Charitable Donations of Artwork

Where will your art collection end up? Will you pass it on to heirs, or will you donate it to a charity? If you want to donate art and take a tax deduction, make sure the donation meets IRS criteria.

Strategy

Five Reasons Families Fight over Wealth

We've identified five common dynamics that cause family disagreements and disputes. Understanding them is key to mitigating the problems that can develop into a full-blown family breakdown.

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Our latest events and sponsorships

BMW Championship Golf Tournament

Sep 4 - 9
2018

Newtown Square, PA
BNY Mellon Wealth Management is excited to participate in this year’s BMW Championship Golf Tournament and host our guests at the esteemed Aronimink Golf Club.

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Great Lakes ACG Capital Conference

Sep 5 - 6
2018

Indianapolis, IL
BNY Mellon Wealth Management is proud to be a sponsor of this year’s Great Lakes ACG Capital Conference, the premier regional M&A industry conference.

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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.