A Client-First Culture | BNY Mellon Wealth Management

BNY Mellon Active Wealth Accelerator

Introducing the Active Wealth Accelerator, an interactive tool that takes you through a series of questions about our five Active Wealth practices, evaluates your wealth strategy, and shares customized recommendations and articles, helping you to gain a clearer understanding of your financial potential.

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Strategy

2021 Mid-Year Outlook: Red-Hot Economy Brings Mixed Blessings

Leo Grohowski, Chief Investment Officer

Although equities are more susceptible to a pullback in the second half of 2021, we remain positive on stocks and view future bouts of volatility as potential buying opportunities.

Strategy

Investment Update: Is Higher Inflation Permanent or Temporary?

Jeff Mortimer, CFA, Director of Investment Strategy

Hotter-than-expected readings of inflation are weighing on investors’ minds, but we believe these price pressures will prove to be temporary. Even so, we are keeping a close watch on inflation to ensure portfolios are positioned with the best mix of asset classes for the times.

Our Services

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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Our Events

Learn more about upcoming events

Tax & Estate Considerations When Exploring a Change in Domicile

Jul 28
2021

Virtual

BNY Mellon Wealth Management invites you attend a virtual discussion highlighting key tax and estate considerations to keep top-of-mind when thinking about moving one’s residency to a tax-favorable state. These include meeting state and federal requirements to confirm one’s newly domiciled property status, misconceptions about the ease of changing domicile from one state to another, and the awareness of pitfalls critical to avoiding undesired consequences.

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Economic and Market Webcast

Sep 13
2021

Virtual

Our monthly Economic and Market Webcast: Investment Analysis and Strategy with Chief Investment Officer Leo Grohowski and our panel of investment experts will discuss their outlook for the economy and markets and the probability of various tax legislation changes.

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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.