Exceptional capabilities, customized to your situation
BNY Mellon Wealth Management is among the nation’s leading wealth managers with more than two centuries of experience in providing investment management, wealth and estate planning and private banking capabilities.  We serve financially successful individuals and families, their family offices and business enterprises, charitable gift programs, and endowments and foundations through an extensive network of offices in the U.S. and internationally.

Long-standing wealth management leadership
We draw upon expertise that has been developed in all wealth management disciplines, offering an extensive range of resources that few firms can match.  Recognized as a leader since our founding, our practices are grounded in centuries of experience and have guided clients through times of prosperity and uncertainty.  We thoughtfully integrate our high quality capabilities in ways that make sense and are relevant to each client’s objectives. 

Our investment approach and strategies were designed with private clients in mind.  They share one ultimate goal – enhancing portfolio results while controlling risk across all market cycles.  We focus on after-tax, total portfolio return; global diversification; and balance across asset classes.  Our disciplined strategies emphasize an active approach to meeting long-term financial objectives. 

In ways that few firms do, we are deeply committed to what we offer and remain accountable for our decisions. We actively manage our own investments for our clients rather than buy products, and are continually expanding our resources to meet our clients’ needs. 

Deep experience
We bring the expertise of the nation’s first private bank and a heritage of financial leadership to each client relationship.  Our comprehensive private banking capabilities are designed exclusively for our clients and structured to ensure complete and innovative responses, tailored to each client’s overall financial position.  We have deep experience in creating and managing lending strategies for our clients, which include creative jumbo mortgage solutions.

Client focus
BNY Mellon Wealth Management maintains a deep commitment to informative, highly customized client communications, which has proven particularly critical during the current market environment and economic challenges.  Through seminars and conferences featuring our senior investment experts, and regular, personalized dialog between clients and their dedicated portfolio managers, we ensure that our clients benefit from our unique insight and understanding of the market and the economy.

The Nation’s Safest Bank
BNY Mellon was recently named the safest U.S. bank by Global Finance magazine in the publication’s 18th annual “World’s 50 Safest Banks 2009” list. BNY Mellon was one of only six U.S. banks to make the annual list and was ranked #32 overall out of an initial field of 500 banks worldwide. The ranking underscores our industry leading credit ratings and strong capital position and builds on other demonstrations of our stability and strength.  

We welcome the opportunity to discuss with you how BNY Mellon Wealth Management might assist in helping you with your wealth management needs. Please contact Vicary M. Graham at 617-722-6945.

www.bnymellonwealthmanagement.com 

Mortgages are subject to credit approval and are provided by BNY Mellon, National Association.