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

Strategy

Investment Update: Is Earnings Season Worth the Hype?

In Jeff Mortimer's May 2018 Investment Update, he discusses the stock market reaction to earnings - this zig-zag pattern of one day up and the next day down has many investors asking why the market isn't rewarding robust earnings growth. What gives?

Strategy

Life After Selling Your Business: What's Next?

Brian Luster

Finding purpose after a sale is never easy, but with time and a little work, each individual can wake up every day to a fulfilling life.

Strategy

The Tax Cuts & Jobs Act: New Rules for Real Estate Owners

The new law presents several opportunities related to real estate that taxpayers would be wise to consider.

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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

Designing the Right Sale Process for Your Business

Selling your business is a complex undertaking, and designing a sale process is just one of the many steps in a larger planning discussion that will help you and your advisors obtain the best outcome for your business and your family.

Strategy

2018's Most Important Trends in Wine

It's never been a better time to be a wine enthusiast. With an ever-expanding volume of information at our fingertips, there are more opportunities to discover, acquire and enjoy a greater diversity of wines than ever before.

Strategy

How the Tax Cuts and Jobs Act Affects Divorce Settlements

The new law is a game changer for divorce and separation agreements. Here are some of the key changes you need to watch out for.

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Our latest events and sponsorships

Radnor Hunt Races

May 19
2018

Radnor, PA
BNY Mellon Wealth Management is proud be the presenting sponsor of the 88th Annual Radnor Hunt Races. All proceeds from the Radnor Hunt Races benefit the open space and clean water programs of the Brandywine Conservancy.

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Auction Napa Valley

May 31 - Jun 2
2018

St. Helena, CA
BNY Mellon Wealth Management is a proud sponsor of Auction Napa Valley, a three day event that brings together individuals from around the world to celebrate the spirit of Napa Valley while helping area nonprofit organizations.

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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.