The Importance of a Strong Foundation

Jeff Mortimer

In Jeff Mortimer's September 2018 Investment Update, rather than look at this bull market's extraordinary age, he prefers to focus on the fundamentals, which appear to remain strong.

Eight Critical Tax Considerations for Divorcing Couples

Remembering these eight critical considerations can help divorcing spouses avoid the costly and frustrating tax consequences that result from poor planning.

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The Importance of Early Investment Discussions in Charitable Remainder Trusts

Lindsey Glode; Michael Daley

Having detailed discussions early can help prevent confusion and frustration well into the future, setting the stage for a long and beneficial relationship between the non-profit and its donor.

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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

CFA Institute Diversity & Inclusion Conference

Sep 20 - 21

San Francisco, CA
BNY Mellon Wealth Management is proud to be a part of this year’s Diversity and Inclusion Conference by the CFA Institute. Marg Franklin, President of BNY Mellon Wealth Management Canada will moderate a panel on Cultivating Diversity as Part of Company Culture.

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Exit Planning Institute Summit

Sep 24 - 25

Nashville, TN
BNY Mellon Wealth Management is proud to be the presenting sponsor of this year’s Exit Planning Summit. Eric Czephya, Head of Private Business Advisory Services will present the conference’s keynote address.

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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.