A Correction, or a Prelude to a Recession?

Jeff Mortimer

While we believe equity markets should remain resilient and are poised to potentially reach new highs, we have decided to be prudent at this juncture.

2019 Mid-Year Outlook: Navigating an Extended Cycle

Leo Grohowski

As we begin the second half of the year, what will the global economy and markets hold for investors?

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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.

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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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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

Westport Country Playhouse Annual Gala

Sep 14

Westport, CT
BNY Mellon Wealth Management is proud to be a sponsor of this year’s Westport Country Playhouse Annual Gala.

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Outstanding in the Field: Brooklyn Grange at the Navy Yard

Sep 18

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.

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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.