Investment Update: 2018 Outlook is Good, but Not as Good

Jeff Mortimer

In Jeff Mortimer's January 2018 Investment Update, he discusses key themes, his develping outlook for 2018 and what it means for your portfolio.

Bitcoin, Blockchain and the Future of Digital Currency

By offering a secure and efficient method of exchanging and validating information, blockchain technology could have a tremendous impact on the global economy.

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Tax Cut Bill - What's Next? Highlights and Planning Implications

If you missed our webinar on the Tax Cut Bill, the replay is now available. Listen as our experts share their insights on what made it into the final bill and what the possible implcations could be for your wealth plans and financial goals.

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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

Alliance of Merger and Acquisition Advisors (AM&AA) Winter Conference

Jan 16 - 18

Miami, FL
BNY Mellon Wealth is proud to partner with the Alliance of Merger and Acquisition Advisors for their annual Winter Conference. The conference brings together prominent CPA’s, M&A advisors and private equity investors from throughout the country.

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Naples Winter Wine Festival

Jan 26 - 28

Naples, Florida
BNY Mellon Wealth Management is honored to support the excellent work of the Naples Children & Education Foundation by sponsoring the Naples Winter Wine Festival.

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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.