Wealth Management

Your Financial Life Is Multifaceted.

We Look at All of It.

At BNY Mellon Wealth, we look at wealth management from every angle.  That's why our comprehensive Active Wealth approach includes five essential practices: investing, borrowing, spending, managing, and protecting. So we can strengthen your overall wealth plan while ensuring you protect and provide for the future you want.

Two coworkers are having a meeting in an open office environment. They are discussing around their laptop and some documents.

Your Goals, Our Experts

Every client is different. And our deep, in-house expertise in areas from trusts to tax enables us to fine-tune strategies that can help deliver the right results for each and every one.

Business owner smiling

Client Driven

For generations, we have put individuals, families and institutional clients at the center of everything we do, creating customized wealth plans that reflect their specific goals and ambitions. Our culture of stewardship has resulted in industry-leading retention and client satisfaction rates.

Market-Tested, Future-Ready

In wealth management, nothing’s more important than stability. And with an unparalleled legacy as a global institution, we’ve helped our clients confidently navigate the unpredictable and unexpected, no matter what lies ahead.

Our Solutions by Client

Sort By expand_less

Showing 1-4 of 4

All Client Types (4)


Endowment & Foundation Services

We offer comprehensive solutions that integrate investment management, administration ... Read more

Family Offices

Our Family Office Group has been dedicated exclusively to serving the unique needs of family ... Read more

Investment Management

Spanning all asset classes, our investment approach applies thoughtful market insights to ... Read more

Private Banking

We view private banking as an integral part of our clients’ overall wealth management strategy. ... Read more

Ready to talk about what's next?

Visit our Wealth Management site to learn more about our unique offerings.