Take Advantage of Year-End Planning Opportunities

It's a good time to take stock of how a portfolio may have changed over the last year, and to look for opportunities to strengthen the portfolio going forward.

2019 Outlook: Global Perspective on the Year Ahead Teleconference

Listen to the replay of BNY Mellon Wealth Management's investment experts for a look at what may lie ahead for the economy and markets in 2019.

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Democrats Take Control of the U.S. House of Representatives

Investors have been paying close attention to the U.S. midterm elections, which have now come to a close. As markets anticipated, the Democrats took control of the House of Representatives while the Republicans maintained their control of the Senate.

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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 & 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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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

PAPERS Fall Workshop

Nov 27 - 28

Harrisburg, PA
BNY Mellon Wealth Management is proud to be a platinum-level sponsor of the annual fall workshop for the Pennsylvania Association of Public Employee Retirement Systems (PAPERS).

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Trevor Live 2018

Dec 2

Los Angeles, CA
Preventing teen suicide in the LGBTQ community is the goal of TrevorLIVE and The Trevor Project. BNY Mellon Wealth is honored to support their life-saving outreach.

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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.