Are We Nearing the End of the Bull Market?

Jeff Mortimer

Bull markets do not die of old age. Instead, they are often killed when the Fed is forced to raise rates to combat high inflation, leading to an economic stumble.

Read More

From Philanthropy to Social Investment: Funding the Ecosystem

Avery Tucker Fontaine

Finding meaning and purpose in how wealth is deployed for philanthropic ends is a balancing act. A “philanthropic portfolio" can help givers find that balance.

Read More

Our Value

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.

Learn More
Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

Learn More
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.

Learn More
Non-Profits & Pensions

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

Learn More


Our latest events and sponsorships

Outstanding in the Field: Wattles Farm Dinner

Jun 2

Los Angeles, CA
BNY Mellon Wealth Management is thrilled to participate in an event hosted by Outstanding in the Field, the group that brings high-quality restaurant experiences to the outdoors. The culinary experience will take place at Wattles Farm, a charming garden oasis in the center of West Hollywood.

Learn More

CalCPA Estate Planning Symposium

Jun 4

San Francisco, CA
BNY Mellon Wealth Management is pleased to sponsor the 18th Annual Estate Planning Symposium hosted by the CalCPA Silicon Valley chapters. National Wealth Strategist, Justin Miller, will present on Estate Planning Paralysis: Getting Your Clients to Act.

Learn More

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.