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.

Avoid the Pitfalls of Improper Asset Titling

A well-thought-out asset titling strategy can minimize your exposure to taxes and ensures that your wishes are carried out in the simplest and most efficient way possible.

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Quarterly Investment and Economic Webinar

Please enjoy the replay where Chief Investment Officer, Leo Grohowski, and our panel of investment experts discuss the heightened trade tensions, political uncertainty and evidence of slowing global growth have reignited market volatility and where they see challenges and opportunities.

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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 & Pensions

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

ACTEC 2019 Summer Meeting

Jun 27 - 30
2019

Vancouver, BC
BNY Mellon Wealth Management is a proud supporter of the American College of Trust and Estate Counsel (ACTEC) and their 2019 Summer Meeting.

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Outstanding in the Field: Persephone Farm Dinner

Jul 13
2019

Indianola, WA
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 Persephone Farm, a beautiful setting with fresh flowers abound.

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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.