February Investment Update

Jeff Mortimer

In Jeff Mortimer’s latest Investment Update he discusses the market environment since the election and why we recommend holding certain asset classes in portfolios. He reminds clients about the importance of diversification and active allocation decisions when investing for the long term.

Preserving Your Family Legacy With Strategic Philanthropy

Avery Tucker Fontaine

We'll show you how establishing a strategic, flexible and functional approach to philanthropy can help ensure long-term family unity and legacy preservation.

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Global Perspectives on President Trump

We spoke with members of our International Wealth Management group, including our Advisory Services group, to find out how our clients around the world are reacting to the surprise election of President Trump.

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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

American Academy of Matrimonial Lawyers Midyear Meeting

Mar 13 - 17

Phoenix, Arizona
BNY Mellon Wealth Management is honored to support our partners in the American Academy of Matrimonial Lawyers as they gather for continuing legal education.

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Hockey Humanitarian Award at The NCAA Frozen Four

Apr 7

Chicago, IL
Each year the Hockey Humanitarian Award honors good college hockey players, who also happen to be really great people! BNY Mellon Wealth Management is honored to again be presenting sponsor for the Hockey Humanitarian Award and help recognize an outstanding college hockey player who excels in stretching the mind while helping others in need have a better life.

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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.