A Client-First Culture

We do things a little differently at BNY Mellon Wealth Management. Here, we have a commitment to serving clients, not selling products–a client-first approach that has led to industry-leading client satisfaction rates.

And while we're proud of those results, it’s our client retention rates that matter most to us. Those sustained relationships can only be earned over time–and they’re what allow us to create not just richer lifetimes, but enduring legacies.

Personal strategies and services based on one question: What do you need?

The Individual Investor Journey

At BNY Mellon Wealth Management, expect to receive the best of both worlds: the high-touch, one-on-one service of an investment boutique backed by the power of a large, resource-rich global firm.

Industry-leading client service. Best in class resources. A spirit of innovation. All focused on you.

Want to learn more about solutions for Individual Investors? Contact us today, and we’ll connect you with a professional who can help you build a wealth plan specific to your needs.

  • 1Discuss
  • 2Assess
  • 3Plan
  • 4Implement
  • 5Manage
Step 1
Discuss Your Goals
Working closely, we define your ultimate objectives and expectations for lifestyle and wealth transfer. This ensures everyone is aligned around your collective vision from the start.
Step 2
Assess Your Portfolio
Guided by your goals and risk tolerance, we explore the mix of asset classes that’s right for you. We identify each entity's optimal contribution and consider strategic alignment with your chosen goals.
Step 3
Plan For What's Next
We analyze each entity within your portfolio, including IRAs, trusts and credit facilities, as well as special situations such as business interests or executive compensation. Our plan is created with your input throughout, and moves to implementation only with your approval.
Step 4
Implement Strategic Action
We document your plan's details and review with you, aligning them with your requirements before implementing the strategy.
Step 5
Actively Manage
Unlike other firms, your portfolio is managed actively by a team of people. They are regularly revisiting your goals, rebalancing your positions, and identifying new opportunities. They have your interests top of mind, all the time.
    Discover Our Services for Individuals & Families

    We understand what makes institutional wealth management unique. And we know how to optimize it.

    The Institutional Investor Journey

    No single firm offers family offices and non-profits integrated support like BNY Mellon Wealth Management. Industry-leading custody capabilities and deep fiduciary knowledge make our in-house expertise for institutions unparalleled. And our centuries of investment excellence across asset classes and styles informs everything we do.


    Want to learn more about our solutions for Institutions? Get the answers you need to discover what BNY Mellon Wealth Management can do for your organization.

    • 1Discuss
    • 2Assess
    • 3Plan
    • 4Implement
    • 5Manage
    Step 1
    Discuss Your Goals
    Even before you’ve committed to being a client, you will meet your core team of advisors. Together, you will outline your organization’s needs and goals.
    Step 2
    Assess Your Portfolio
    With your organization’s goals in mind, the team will work look closely at what currently exists. This work is aimed at uncovering under-leveraged assets, missed opportunities and unnecessary risks relative to your organization’s future needs.
    Step 3
    Plan For What's Next
    Your dedicated client services team works with you to outline near-term and long-term strategic goals. Timeframes and milestones are established along with the communication plan.
    Step 4
    Implement Strategic Action
    The team goes to work executing the agreed upon strategy, keeping you informed every step of the way. Reports are made available for you to review and share.
    Step 5
    Actively Manage
    Your team is regularly revisiting your organization’s goals and actively identifying new opportunities or risks. We are also constantly consulting with our internal experts, sharing best thinking and getting ahead of trends.
      Discover Our Services for Institutions

      Private Workbench

      Take a tour of our online platform for real-time account information, research and reports

      Mobile Access

      Available on your phone, tablet, or laptop, so you can monitor your investments and banking in real time.

      Custom Settings

      Make the experience yours by seeing only what you want and nothing that you don’t.

      Direct Access to Your Dedicated Team

      The My Team tab gives you direct email access to your wealth management team.

      How can we help you?

      Your questions are important to us, complete our contact form and we’ll connect you with the right team member to discuss your needs.