Year-End Planning Opportunities Amid Increased Uncertainty

It's a good time to take stock of how a portfolio may have changed over the last year, and to look for opportunities to strengthen the portfolio going forward.

Investment Update: 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 Federal Reserve as it takes the lead. Jeff highlights previous tax cuts and their impact on the markets, as well as the importance of the timing and potency of tax legislation.

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Four Tips for Building and Maintaining Your Art Collection

Brian Lang, curator of BNY Mellon's extensive art collection for over two decades, has some tips for collectors interested in pursuing their passion for art.

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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

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

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Experience

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.

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Our expertise at work

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Our latest events and sponsorships

Community Foundation of Orange and Sullivan Annual Reception

Nov 15
2017

Westchester, NY
BNY Mellon Wealth is honored to support the tremendous work of the Community Foundation as it fosters business, civic and philanthropic excellence in Orange and Sullivan Counties.

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Business Council of Westchester present the Honorable Hillary Clinton

Nov 20
2017

Westchester County, NY
BNY Mellon Wealth is honored to support BCW in presenting Hillary Clinton and for its active support of business growth and entrepreneurism in Westchester County.

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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.