Taking a Fresh Look at Traditional Investment Strategies

Margaret Franklin, President of BNY Mellon Wealth Management's Advisory Services, shares our thoughts on the current market environment, the top trends to watch and the impact they will have on our investment philosophy moving forward.

How to Plan Successfully in a Changing World

Three major forces have come together to fundamentally shift the nature of estate planning. Make sure your estate plan isn't outdated or lacking the flexibility to navigate these changes.

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Driving Toward Success: Creating an Objective-Driven Investment Strategy

With your goals and risk tolerance as guides, you can identify the right combination of asset classes to create a portfolio that fits your objectives.

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The types of clients we serve and the services we offer

Individuals & Families

We serve individuals and families, many of whom own or have sold an entrepreneurial business. They want to preserve and grow their wealth and leave a legacy for future generations. Clients come to us for sophisticated counsel and tailored solutions to help ensure their investment success.

Institutions & Family Offices

We serve family offices and institutions, including endowments and foundations, that are typically seeking custom investment solutions, transparent recommendations, and comprehensive reporting. Whether they need a strong partner to help execute their own investment thinking, or an advisor to analyze, research and recommend a successful, long-term investment strategy, BNY Mellon Wealth Management has the expertise and resources to help clients achieve their unique goals.

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What to expect as our client

A Client-First Culture

As a client of BNY Mellon Wealth Management’s Advisory Services, your investment strategy will be designed by a seasoned Investment Counsellor with a commitment to rigorous research and highly personal service. Together, we will agree on a roadmap—your Investment Policy Statement—which ensures a clear understanding of your objectives and outlines our specific recommendations for meeting them.


Our expertise at work


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