Please ensure Javascript is enabled for purposes of website accessibility

Investments

2024 Capital Market Assumptions

The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.

Read the article

Investments

2023 Year-End Fundraising Checklist

The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.

Read the article

Our Wealth Management Services in Winter Park

Conveniently located just blocks from beautiful Central Park, our Winter Park office services Greater Orlando, Ocala and The Villages. The Winter Park area is a beautiful lake-front community, with renown art museums and boutiques, and is home to Florida's first four-year college, Rollins College. Our seasoned Winter Park team offers a wide range of customized wealth planning, investment management and financial planning services, providing clients with a convenient, local connection to the world-class resources of a global financial leader, delivered through a highly personal approach.

Contact

Office Phone:
(407) 598-9122

Address

531 West Morse Boulevard
Suite 150
Winter Park, Florida 32789

View in Google Maps
Office Hours

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

Ready to talk?

Contact Us
Kent Moegerle
Kent Moegerle
Regional President- Southeast Region

 

ACTIVE WEALTH

 

 

 

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

Learn More

OUR SOLUTIONS IN WINTER PARK

 

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
Access trust planning, consultation, implementation, administration and more through the fiduciary services of the creator of one of the nation's first trusts.
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.
View All Solutions
Want to Know More?
Continue

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.