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Our Wealth Management Services in Newport Beach

For 240 years BNY Mellon Wealth Management 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 strategy around five essential wealth practices: invest, borrow, spend, manage and protect that empowers our clients to confidently navigate the unpredictable and unexpected.


The professionals in our Newport Beach office offer more than 200 years of combined industry experience. The office provides a broad range of wealth management services, with a focus on business owner transitions, family law, and inherited wealth. In fact, over 70% of the office’s top 100 clients are former business owners who turned to us for transition planning. The team holds numerous advanced financial planning degrees, with specializations in tax, estate, investment, divorce and business transition/exit planning.


Office Phone:
(949) 397-2439


1600 Newport Center Drive
Suite 200
Newport Beach, CA 92660

Office Hours

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

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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.
Private Banking
Benefit from a tailored approach to your banking and credit needs, fully integrated with your wealth management strategy that reflects your unique tax, financial and personal circumstance. Our lending specialists, an advisory team and a dedicated private banker provide unsurpassed personal attention and service.
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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