Sizing Up Trade Tensions

Jeff Mortimer

In Jeff Mortimer's August 2018 Investment Update, he discusses the tit-for-tat retaliation between global leaders and its potential to put additional strain on business and consumer confidence, and, eventually, the global economy.

Five Important Questions About Your Wealth Plan

Life isn't static — your wealth plan shouldn't be, either. We provide our clients with a thorough assessment of their plans to identify gaps or oversights that could have an impact on their wealth.

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Global Growth Expanding in the Face of Uncertainty

Leo Grohowski

As we look forward, will fundamentals win or will trade tensions, a potential policy mistake or geopolitics undercut the global expansion and the current bull market?

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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.


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Our latest events and sponsorships

Texas Bar CLE Advanced Family Law Conference

Aug 13 - 16

San Antonio, TX
BNY Mellon Wealth Management is a proud sponsor of the Texas Bar’s Advanced Family Law Conference featuring our Wealth Strategists Boryana Zamanoff and Jere Doyle.

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Colorado Bar Association CLE 2018 Annual Family Law Institute

Aug 16 - 18

Vail, CO
BNY Mellon Wealth Management is a proud sponsor of the Colorado Bar Association’s 2018 Annual Family Law Conference bringing together Colorado’s family law judges, attorneys, accountants and mental health professionals.

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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.