Five Active Wealth Practices for Lasting Wealth

In today’s shifting market environment, it’s more important than ever to have a wealth plan that sets you up for long-term financial success. Following our Active Wealth framework can increase wealth accumulation by up to 5.2% on an annualized basis1

Learn more about Active Wealth

Optimize growth by staying in the market with the right investment strategy, and if needed, manage concentration risk.

Understand the impact of personal spending and develop a spending strategy.

Minimize the impact of all costs, but especially the cost and drag of taxes.

Establish a customized strategy for using leverage.

Secure assets and legacy against unintended consequences.

See how you can accelerate your wealth with BNY Mellon Wealth Management.