May Investment Update

Jeff Mortimer

In Jeff Mortimer’s latest Investment Update, he discusses how earnings recessions are used as a forecasting tool to reveal the direction of the economy.

Using Credit to Build and Maintain Your Wealth

Are there benefits to taking out a loan? There are times when an effective use of credit is the best way to seize an opportunity.

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The Tax Benefits of Investing in Small Businesses

Pam Lucina, Justin Miller and John Welsh

The Qualified Small Business Stock exclusion is an extremely valuable incentive for entrepreneurs and investors. If certain requirements are met, this tax benefit can provide significant savings.

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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 Probate & Trust Law Section Conference

Jun 12 - 13

St. Paul, MN
BNY Mellon Wealth Management is pleased to support the 43rd Annual Probate & Trust Law Section Conference. BNY Mellon Wealth Management's wealth planning experts Pam Lucina and John Welsh will be on hand to present That’s Not What Mom or Dad Wanted: The Role of Settlor’s Intent in Long-Term Trusts. If you’re attending, please join Pam and John on June 13 at 8-9am.

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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.