What We Do

Who we are and how we’re different

A Client-First Culture

BNY Mellon has been managing wealth since America began creating it. We provide unparalleled service to individuals and their families, as well as institutions.

Our ability to protect and grow wealth through customized capabilities has brought us the success we care about most: highly satisfied, loyal clients whose relationships with us span generations.

Over our 200+ year history, we’ve seen times of prosperity, uncertainty and possibility. Our team of wealth management experts has the knowledge and experience necessary to guide you through all of it, with personalized advice and specialized strategies that take into account your personal goals objectives.

Interested in working with us? Provide us with your contact information, and we’ll reach out to you to discuss your situation.

Services for Individual Clients


At BNY Mellon Wealth Management, you will receive the high-touch, one-on-one service of an investment boutique, backed by the power of a large, resource-rich global firm. As a fiduciary, our recommendations are driven solely by your needs, not by commissions or quotas. You’ll work with a dedicated wealth manager who is fully responsible for your satisfaction and is evaluated accordingly.

Learn more about our wealth management services for individuals and families.

Services for Institutional Clients


Our industry-leading custody capabilities and deep fiduciary knowledge make us a strong partner to institutions such as family offices, non-profits and endowments. No other single firm can provide the level of integrated support we do.
Learn more about our wealth management services for family offices and non-profits.

Why BNY Mellon Wealth Management?

Fill in the quick contact form and we’ll connect you with the right person to discuss your needs.