BNY Mellon Wealth | A Client-First Culture | BNY Mellon Wealth Management

Strategy

What's Next for the Economy and Markets?

Leo P. Grohowski

To the surprise of many, the market and the economy have been enjoying calm and steady growth so far in 2017. But will this continue for the rest of the year?

Strategy

Preserve Your Legacy By Financing Life Insurance Premiums

By borrowing money to pay for the premiums, you may be able to maximize the benefit of the life insurance policy while minimizing your exposure to taxes and leaving your current investment strategy intact.

Strategy

Do You Know the True Value of Your Investments?

Terry Sylvester Charron, Jennifer Lord

Understanding the differences between market and business value and how they impact active and passive solutions highlights some of the unintended consequences that can arise from a passive-only approach to investing.

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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

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

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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

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.

Strategy

Bond Outlook: 2017 Mid-Year Review and Outlook

John Flahive

John Flahive, director of fixed income for BNY Mellon Wealth Management, shares his views on the performance of various fixed income sectors, the direction of bond yields and the outlook for the remainder of the year.

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Our latest events and sponsorships

Colorado Planned Giving Roundtable 29th Annual Summer Symposium

Aug 28 - 29
2017

Denver, CO
BNY Mellon Wealth Management is honored to participate in the Colorado Planned Giving Roundtable 29th Annual Summer Symposium. Justin Miller will be sharing his expertise as a keynote speaker discussing Philanthropic Planning Paralysis: Getting Your Donors to Act.

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Great Lakes Capital Connection

Sep 6 - 7
2017

Grand Rapids, MI
BNY Mellon Wealth Management is honored to be a gold sponsor of this year’s conference. Our team looks forward to networking with ACG members from the Cincinnati, Cleveland, Columbus, Detroit, Indiana, Pittsburgh, Western Michigan, and other chapters.

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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.