Active Wealth to Secure Yours

Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment

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Our Active Wealth Approach drives success

Active Wealth's five practices support long-term financial success with the potential to increase wealth accumulation by up to 5.2% on an annualized basis1.

Five Active Wealth practices to ensure
lasting wealth

Invest

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

Spend

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

Manage

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

Borrow

Establish a customized strategy for using leverage.

Protect

Secure assets and legacy against unintended consequences.

A Wealth Strategy That Helps You Do Well Better

Discover how our Active Wealth approach can help you grow your influence and make a greater impact.
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Is Your Wealth Strategy Supporting Your Goals?

Now that you’ve learned about our Active Wealth approach, we’d like to introduce the BNY Mellon Active Wealth Accelerator, an interactive tool designed to help you assess your own financial strategies. Through a series of questions and insights, you’ll be empowered with the knowledge for how to build, grow and sustain your wealth.


LET'S FIND OUT

Good advice is more valuable than ever

Strategy

Preparing for Tax Hikes: Plan but Don’t Panic

As the administration looks to fund new multitrillion-dollar economic packages, there is a strong probability of at least some tax hikes ahead. Here’s a look at what could happen and how to mitigate potential increases.

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Strategy

Crypto and Cybersecurity: Wealth Planning in a Time of Rapid Disruption
In partnership with Bloomberg Media

Whether you’re weighing an investment in crypto or trying to protect your wealth from the growing scourge of cyber scams, fundamental principles of wealth management should still help guide your decisions.

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SEE MORE ACTIVE WEALTH CONTENT

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1. For illustrative purposes only. Does not represent actual client results. 1 The Average Investor Value of $43m is derived by growing a $20m portfolio by 3.9% per year for 20 years. 3.9% is the average return experienced by mutual fund investors, as calculated by Dalbar in their 2018 report. The Active Wealth Value of $69.2m was calculated by adding the Active Wealth Alpha of 2.5% to the Average Investors 3.9% return and applying this growth rate of 6.4% to a $20m portfolio for 20 years.