By borrowing money to pay for the premiums, you may be able to maximize the benefit of the life insurance policy while minimizing your exposure to taxes and leaving your current investment strategy intact.Read More
We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.Learn More
We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.Learn More
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.Learn More
We offer a full range of investment, custody, and reporting services tailored specifically to the needs of non-profits nationwide.Learn More
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.
Many business owners want to avoid discussing their exit plan. As advisors, we can help them overcome this and start thinking about the transition as an integral part of their business strategy.
Charitable gift annuity programs can benefit donors and non-profits alike, but there are risks associated with them. Analyzing key metrics can help organizations mitigate those risks and promote a successful gift annuity program.
BNY Mellon Wealth Management is honored to participate in the Colorado Planned Giving Roundtable 29th Annual Summer Symposium. Justin Miller will be sharing his expertise as a keynote speaker discussing Philanthropic Planning Paralysis: Getting Your Donors to Act.
Grand Rapids, MI
BNY Mellon Wealth Management is honored to be a gold sponsor of this year’s conference. Our team looks forward to networking with ACG members from the Cincinnati, Cleveland, Columbus, Detroit, Indiana, Pittsburgh, Western Michigan, and other chapters.
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.