What We Do

Services for Individual Clients


You'll receive the high-touch service of an investment boutique, backed by the power of a large, resource-rich global firm. Our advice is driven solely by your needs, not by commissions or quotas.

Learn more about our wealth management services for individuals and families.

Services for Institutional Clients


Our industry-leading custody capabilities and deep fiduciary knowledge make us a strong partner to institutions such as family offices, non-profits and endowments. No other single firm can provide the level of integrated support we do.

Learn more about our wealth management services for family offices and non-profits.

Good Advice Makes a Difference

Over BNY Mellon’s 200+ year history, we’ve seen times of prosperity, uncertainty and possibility. Our Active Wealth approach is grounded in a deep understanding of who our clients are, and has brought us the success we care about most: highly satisfied, loyal clients whose relationships with us span generations.

The premise is simple: good advice makes a measurable difference. For each client, we craft a customized strategy around five essential wealth practices: invest, borrow, spend, manage and protect. The support we provide around these practices empowers our clients to confidently navigate the unpredictable and unexpected.

Our leadership team has the knowledge and experience necessary to guide you through all of it, with specialized strategies that take into account your personal goals and objectives.

Interested in working with us?

Provide us with your contact information, and we’ll reach out to you to discuss your situation.