3D Printing: Moving Beyond the Hype

While it may not live up to the hype initially afforded it, 3D printing still has the potential to be disruptive. Investors should be mindful of the effects that such a transformation could have on the market.

2017 Mid-Year Investment and Economic Outlook Replay

What will current market trends mean for investors during the second half of the year? Listen to the replay of our Mid-Year Investments and Economic Outlook webinar, where our investment experts and Suzanne Hutchins, Senior Portfolio Manager for Newton Asset Management, discussed what the second half of the year may hold for investors.

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Ridge Powell’s Perspectives on Disruptive Technology

Through private equity and active management, investors have the opportunity to capitalize on new technologies that could disrupt the marketplace.

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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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We offer a full range of investment, custody, and reporting services tailored specifically to the needs of non-profits 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

43rd Annual Advanced Family Law Conference

Aug 7 - 10

San Antonio, TX
In partnership with the TexasBarCLE, BNY Mellon Wealth is proud to sponsors the 2017 Advanced Family Law conference live from San Antonio.

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Exit Planning Institute (EPI) International Summit

Sep 11 - 12

Bonita Springs, FL
The EPI International Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 125 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. It features 20 educational sessions taught in interactive workshop style form and 7 events including the Excellence in Exit Planning Awards all within the 2-day Summit.

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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.