A Client-First Culture

Strategy

The Impact of Impeachment

Investors should not get too caught up in the headlines. History demonstrates it's better to remain disciplined in the face of uncertainty by sticking to a long-term investment plan.

Strategy

2019 Annual Charitable Gift Report

Crystal Thompkins, David Hohler, Alexander Sherman, Joan Crain, Avery Tucker Fontaine

Several factors affected the planned giving landscape in 2018. While we cannot state with certainty the impact of these factors on new planned gift activity, the downward trend in gifts continued from prior years.

Strategy

Quarterly Investment and Economic Webinar

Watch the replay of Chief Investment Officer, Leo Grohowski, and our panel of investment experts discuss factors contributing to slower global growth, what the markets may hold for investors and how to position investment portfolios.

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

Strategy

Fred's Story: Taking Cues From Your Clients

Fred Kamel, President of Accommodations Plus International, believes that being in touch with your clients can reveal “real wisdom” that leads to success.

Strategy

Mary's Story: Success Through Trusted Partnerships

Mary Meduski, President and CFO of Tierpoint and Cequel III, talks about the confidence necessary to start from scratch, find the right partner and make a difference in an industry.

Strategy

Bob's Story: Creating a Compelling Culture

Bob Shaw, former CEO and President of Netoptics, explains how an exciting, engaging corporate culture compelled his employees to excel and made his business grow at an unheard of rate.

Connect

Our latest events and sponsorships

Outstanding in the Field: Tuna Harbor Dock Dinner

Oct 23
2019

San Diego, CA
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 take place on an actual dock, highlighting the work of the fishermen right at their place of business.

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Outstanding in the Field: Sausalito Waterfront Dinner

Nov 3
2019

Sausalito, CA
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 take place at a waterfront location with panoramic views of the San Francisco Bay.

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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.