Investment Update: Global Growth Engine - Still Firing on all Cylinders?

In Jeff Mortimer’s March 2018 Investment Update, he discusses the engine of our 2018 investment themes –synchronized global growth and what that means for the markets.

Bitcoin, Blockchain and the Future of Digital Currency

By offering a secure and efficient method of exchanging and validating information, blockchain technology could have a tremendous impact on the global economy.

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The Tax Cuts and Jobs Act: Key Changes and Their Impact

With many deductions being eliminated or repealed, planning becomes even more critical. In light of these changes, it is a certainly a good time to have your plans reviewed by a professional.

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The types of clients we serve and the services we offer

Individuals & Families

We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.

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Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

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Family Offices

Among the first of its kind in the nation, our Family Office services feature industry-leading resources and expertise for family offices and their financial interests.

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Non-Profits & Pensions

We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.

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What to expect as our client

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.


Our expertise at work


Our latest events and sponsorships

ACTEC 2018 Annual Meeting

Mar 7 - 11

San Antonio, TX
BNY Mellon Wealth Management is a proud sponsor of the American College of Trust and Estate Counsel, ACTEC and their 2018 Annual Meeting, which brings together the top leaders in the trust and estate practice.

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AAML National 2018 Mid-Year Meeting

Mar 11 - 17

Maui, Hawaii
BNY Mellon Wealth Management is a proud sponsor of the 2018 AAML National Mid-Year Meeting bringing together the premiere leaders and fellows in the practice of family law.

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Want to learn more?

Whether you are an individual or part of a Family Office or Non-Profit organization, complete our quick contact form and we’ll schedule a call to discuss your needs.