Individuals and Families

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

Benefit from World-Class Resources Tailored to Your World

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.

Guided by your objectives, we draw on extensive in-house capabilities across all areas of wealth management, from trusts and investments to specializations such as tax and lending strategies. We consider every aspect of your balance sheet and explore every relevant option.

BNY Mellon Wealth Management clients represent some of the most successful individuals and families around the world. They often come to us for our results and reputation. But it’s our ability to deliver our capabilities consistently and individually that has brought us the success that matters most—a circle of loyal and highly satisfied clients whose strong relationships stretch across market cycles and generations.

Your Opportunities

  • 1Client Focused
  • 2Customized Plan
  • 3Broad Expertise

Client Focused

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Recommendations driven solely by your needs and objectives, not by commissions or quotas.

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A dedicated wealth manager who is fully responsible for your services and satisfaction – and evaluated accordingly.

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In-house teams with uncommonly low turnover rates, applying an unrivaled diversity of knowledge on your behalf.

Customized Plan

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Strategies and services aligned with your needs and aspirations – no preconceptions or prepackaged plans.

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We manage your money—not just your account, giving you access to emerging opportunities, visibility into decisions, and control over potential risk, tax and cost implications.

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User-friendly technology and tools that make it easy to visualize and understand your planning options and potential outcomes.

Broad Expertise

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An unrivaled breadth and depth of expertise that comes from being one of the 10 largest wealth managers in the U.S.

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200+ years of experience, insight and success harnessed to craft smarter strategies on your behalf.

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A family of global investment boutiques with best-in-class managers who capture emerging opportunities while navigating risk.

Our Thinking

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From Monetary to Fiscal Stimulus

Jeff Mortimer’s November Investment Update discusses the transition from monetary to fiscal policy, taking a closer look at the Fed as it takes the lead. Jeff highlights previous tax cuts and their impact on the markets, as well as the importance of timing and potency of tax legislation.

Contact Us

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