Focused on you.
We offer highly personalized wealth management services to meet the complex needs of individuals and families with $2 million or more in investable assets. With unparalleled experience and deep commitment to serving your needs, we help address diverse personal wealth management challenges, including:
- Planning for a successful retirement
- Diversifying from a concentrated stock position
- Preparing for a successful transition from business ownership
- Understanding and making the most of executive compensation
- Transferring wealth to future generations
- Integrating philanthropic and investment goals, including access to our BNY Mellon Charitable Gift Fund