A Client-First Culture | BNY Mellon Wealth Management

A Wealth Strategy That Helps You Do Well Better

The right wealth management strategy can help you grow your influence and make a greater impact - so you can do well better.

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Strategy

How to Boost Portfolio Returns with Tax-Loss Harvesting Strategies

Make market volatility work for you by turning today’s losses into tax breaks that can boost portfolio returns this year, and in years to come.

Strategy

Investment Update: Hopes for a Fed Pivot Premature

Alicia Levine, Head of Equities and Capital Markets Advisory

Markets have rallied on hopes that lower inflation will prompt the Federal Reserve to change direction and cut rates in 2023. We think expectations of an imminent Fed pivot may be too optimistic.

Featured

Watch the Replay: What Proposed Legislation Means for the Economy, Markets and Your Taxes

We invite you to join BNY Mellon specialists, Alicia Levine, head of equities and capital markets advisory, David Vandivier, director of government affairs, Jere Doyle, wealth and tax planning strategist, and Dan Clifton, partner and head of policy research at Strategas for a panel discussion on Monday, August 1. The panel will share the most up-to-date information on the Inflation Reduction Act of 2022, its implications, and how it may impact you.

Our Services

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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Our Events

Learn more about upcoming events

NextGen Summer Series: Demystifying Trusts

Jul 20
2022

Virtual

Please join our NextGen Summer Series, four virtual sessions held throughout the summer to prepare you for the future. Trusts can be difficult to understand. By breaking down the structure of trusts, as well as the roles and responsibilities involved, you will be fully prepared to manage your trust appropriately. Register via the link below.

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NextGen Summer Series: Off to College, Starting on the Right Foot

Aug 11
2022

Virtual

Please join our NextGen Summer Series, four virtual sessions held throughout the summer to prepare you for the future. College is the first major step toward independence, emotionally and financially. Building healthy habits around relationship management, planning for the future and budgeting can be of great benefit in the long run. We provide you with the necessary tools for what to do before, during and after higher education. Register via the link below.

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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.