Strategy
Tax Planning in the Face of Political Uncertainty

In this new political landscape, it's hard to know what's coming down the road. But those who review their plans and keep the big picture in mind will prepared no matter what changes occur.

Read More
Strategy

Investment Update:
Common Misconceptions About the Current Bull Market

Jeff Mortimer

Jeff Mortimer’s September Investment Update discusses common concerns about the current bull market and how misconceptions can cause investors to miss out on opportunities.

Read More
Strategy

Eight Critical Tax Considerations for Divorcing Couples

Remembering these eight critical considerations can help divorcing spouses avoid the costly and frustrating tax consequences that result from poor planning.

Read 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.

Learn More
Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

Learn More
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.

Learn More
Non-Profits

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

Learn More

Experience

What to expect as our client

Experience

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.

Research

Our expertise at work

Strategy

Change the Way Your Clients Think About Exit Planning

Many business owners want to avoid discussing their exit plan. As advisors, we can help them overcome this and start thinking about the transition as an integral part of their business strategy.

Strategy

Staying Focused in a Low-Return Environment

Our capital market assumptions are meant to help investors set their long-term investment targets. By taking an informed and educated look into the future, we hope to guard against overreactions to short-term volatility and the vagaries of current events.

Strategy

Understanding Key Metrics for a Healthy Charitable Gift Annuity Pool
Crystal Thompkins

Charitable gift annuity programs can benefit donors and non-profits alike, but there are risks associated with them. Analyzing key metrics can help organizations mitigate those risks and promote a successful gift annuity program.

Connect

Our latest events and sponsorships

South Coast Repertory Theatre – Fundraising Gala

Sep 16
2017

Costa Mesa, CA
BNY Mellon Wealth Management is honored to support the South Coast Rep’s Gala from which all proceeds will be put to work bringing professional theatre to more than 24,000 underserved students, teachers and families throughout Orange County.

Learn More

Forbes 100th Anniversary Greatest Minds in Business Celebration

Sep 19
2017

New York, New York
BNY Mellon Wealth Management is honored to be a sponsor of the Forbes 100th Anniversary Celebration. Since 1917, Forbes has been committed to connecting the world’s most creative, insightful and entrepreneurial minds to collaborate and improve the world.

Learn More

Contact Us

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.

Contact Us