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Our Wealth Management Services in Naples

For 240 years BNY Wealth has helped successful individuals and families build, manage and sustain their wealth across generations and market cycles. Our Active Wealth approach is grounded in a deep understanding of our clients. For each client, we craft a customized approach around five essential wealth practices: invest, borrow, spend, manage and protect that empowers our clients to confidently navigate the unpredictable and unexpected.


Our Naples office provides a wide range of personalized wealth planning, investment management, financial planning and banking services. In addition, we have attorneys on staff to ensure a complete wealth management experience. Together, our Naples advisors have over 190 years of combined experience in wealth management and estate planning. They also provide clients with direct local access to BNY’s extensive global resources.


Office Phone:
(239) 919-5500


4850 Tamiami Trail North

Suite 220

Naples, FL 34103

Office Hours

Mon - Fri: 8:30 AM-5:00 PM ET

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Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.1



Wealth Management
Our Active Wealth approach helps our clients achieve long-term financial success that stretches across market cycles and spans generations. Our comprehensive support empowers our clients to stay focused on what’s important to them and confidently navigate the unpredictable and unexpected.
Banking & Lending
Benefit from a personalized approach to your banking and credit needs, integrated with your wealth management strategy that reflects your unique tax, financial and personal circumstances.
Fiduciary Services
Dedicated fiduciary services professionals with deep expertise in trust structures and services provide trust planning, consultation, implementation, and administration. We also manage communication with family members, beneficiaries, and advisors, remaining objective as we help you achieve objectives.
Family Office Services
We deliver solutions and advice to help family office clients and their advisors preserve family wealth for generations to come. Clients have unbundled access to world-class investment management, custody solutions, sophisticated estate planning, fiduciary support, and top-tier private banking.
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1The Average Investor Value of $63.7M is derived by growing a $20m portfolio by 5.9% per year for 20 years. 5.9% is the average return experienced by mutual fund investors, as calculated by Dalbar in their 2021 report. Utilizing rebalancing, asset allocation, asset location, objective driven investing and staying invested a portfolio could increase their growth rate by 1.7% to 7.6% and grow their portfolio to $87.5M vs the average investor portfolio of $63.7M.

This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. The Bank of New York Mellon, DIFC Branch (the “Authorised Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorised Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorised by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA.  In the U.K. a number of the services associated with BNY Mellon Wealth Management’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818.  Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is registered in England No. 1118580 and is authorised and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Mellon Trust Company (Cayman) Ltd.  This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors.  This material is a financial promotion in the UK and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland. Trademarks and logos belong to their respective owners. BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. ©2023 The Bank of New York Mellon Corporation. All rights reserved.