Tax Planning in the Face of Political Uncertainty

In this new political landscape, it's hard to know what's coming down the road. But those who review their plans and keep the big picture in mind will prepared no matter what changes occur.

Investment Update:
Common Misconceptions About the Current Bull Market

Jeff Mortimer

Jeff Mortimer’s September Investment Update discusses common concerns about the current bull market and how misconceptions can cause investors to miss out on opportunities.

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Eight Critical Tax Considerations for Divorcing Couples

Remembering these eight critical considerations can help divorcing spouses avoid the costly and frustrating tax consequences that result from poor planning.

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

American Bar Association (ABA) Section of Family Law Fall Meeting

Oct 4 - 7

Beaver Creek, CO
BNY Mellon Wealth Management is honored to be a sponsor of the American Bar Association (ABA) Section of Family Law Fall Meeting. Jere Doyle will be sharing his expertise at the conference through the Financial Aspects of Divorce panel.

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National Conference on Philanthropic Planning (NCPP) 2017

Oct 9 - 11

Baltimore, MD
Philanthropic Planning Paralysis: Getting Your Donors to Act, will be discussed by BNY Mellon Wealth Management National Wealth Strategist Justin Miller. BNY Mellon Wealth Management is honored to sponsor this conference, which brings together philanthropic planning professionals from across multiple industries.

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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.