A Client-First Culture

Vision

2019 Earnings: Déjà Vu All Over Again

Jeff Mortimer

In Jeff Mortimer's April 2019 Investment Update, he forecasts of mid-single-digit earnings return for the year which should allow equities to move modestly higher over the next 12 to 18 months.

Strategy

Avoid the Pitfalls of Improper Asset Titling

A well-thought-out asset titling strategy can minimize your exposure to taxes and ensures that your wishes are carried out in the simplest and most efficient way possible.

Strategy

Replay: 2019 Quarterly Investment Webinar

Listen to the replay of our quarterly investment webinar, where Chief Investment Officer Leo Grohowski discusses the financial markets and more.

Discover

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

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

Vision

How Companies Can Do Well by Giving Back

In Partnership With WSJ Custom Studios

Corporate donations rose to $20.77 billion in 2017, helping charitable giving in the U.S. cross the $400 billion mark for the first time. For companies, the rewards are both financial and personal.

Vision

Are Collectibles a Good Investment?

Collectibles offer investors the opportunity to combine their personal passions with the potential for financial return. Yet, there are some unique risks involved. Here is what you need to know before getting started.

Vision

Diverse Companies are Designed for Success

By incorporating diversity into their overall investment strategy, investors will have a new avenue to pursue market returns, as well as reinforce their commitment to a social cause.

Connect

Our latest events and sponsorships

RAISE A HAND 2019

Apr 25
2019

Irvine, CA
BNY Mellon Wealth Management is pleased to sponsor Think Together’s annual RAISE A HAND dinner, which brings together passionate individuals and corporations throughout California to support excellence in education.

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AAML Northern California Family Law Symposium

Apr 26 - 28
2019

Napa, CA
BNY Mellon Wealth Management is proud to support the AAML Northern California Family Law Symposium focused on Navigating the Crossroads of Family Law.

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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.