BNY Mellon Wealth Management

At BNY Mellon Wealth Management, we are dedicated to empowering our clients to achieve their financial goals and create lasting legacies. Our mission is to deliver exceptional wealth management solutions, exceptional client service, and unparalleled expertise to our clients.

Our Approach

At the heart of our approach is our Active Wealth framework, which is designed to help our clients sustain and build their wealth in today's fast-paced and ever-changing market environment. This comprehensive framework consists of five essential wealth practices: invest, borrow, spend, manage, and protect. By providing expert guidance and support around these practices, we empower our clients to make informed decisions and confidently navigate the unpredictable nature of the financial markets.

Our History

For over 240 years, BNY Mellon has been a trusted partner to individuals, families, and businesses alike. Our commitment to delivering exceptional service and expertise has earned us a reputation for excellence and has made us one of the leading wealth management firms in the industry.

Our Commitment

At BNY Mellon Wealth Management, we are committed to providing our clients with a personalized and tailored approach to wealth management. Our dedicated team of experts, with their diverse backgrounds and experience, work closely with our clients to understand their unique needs, goals, and values. We leverage our firm's strength as a leading investment management, asset servicing, and wealth management firm to offer world-class solutions that cater to our clients' specific needs.

Our Investment Management Expertise

Our Investment Management team employs the same institutional approach utilized by the largest institutional investors, but tailored to the unique needs and tax sensitivity of our individual and family clients. Our investment professionals utilize cutting-edge research and analytics to deliver successful outcomes for our clients year after year and from one generation to the next.

Our Comprehensive Solutions

We offer a wide range of comprehensive solutions to address our clients' unique investment needs. These solutions include:

• Comprehensive Wealth Planning: A customized approach to wealth planning that takes into account our clients' financial goals, time horizon, values, and tax situation.
• Goals-Based Investing: A deep understanding of our clients' goals, time horizon, values, and tax situation, which informs our investment decisions and ensures alignment with their financial objectives.
• Trust and Estate Services: A specialized approach to trust and estate administration, designed to ensure the efficient transfer of wealth to future generations while minimizing taxes and maximizing value.

Our Expertise

At BNY Mellon Wealth Management, we have a team of experienced professionals who are dedicated to helping our clients achieve their financial goals. Our expertise spans a range of areas, including:

• Investment Management: Our investment professionals utilize cutting-edge research and analytics to deliver successful outcomes for our clients.
• Wealth Planning: Our wealth planning experts work closely with our clients to develop customized plans that cater to their unique financial needs and goals.
• Trust and Estate Services: Our trust and estate professionals specialize in the administration of trusts and estates, ensuring the efficient transfer of wealth to future generations.

Our Commitment to Excellence

At BNY Mellon Wealth Management, we are committed to excellence in everything we do. We strive to deliver exceptional client service, unparalleled expertise, and innovative solutions to our clients. Our commitment to excellence is evident in our stringent adherence to the highest standards of professional conduct and our dedication to continually improving our services and expertise.