Mellon
 
Mellon
 
BNY Mellon Wealth Management
Our Approach

Designed specifically for private clients, BNY Mellon Wealth Management's disciplined 6-step process guides the creation of each client's customized wealth management strategy, ensuring access to every resource and opportunity we offer - in a way that makes sense for you.

Click on any step below for more detail.
 


Your portfolio manager actively manages your portfolio according to your plan. We manage investment decisions across and within asset classes, identifying opportunities to harvest gains and losses to maximize total after-tax performance. We also remain proactive in our relationship with you and your advisors, addressing evolving needs and recommending new ideas to add value.
Mellon
TERMS OF USE | PRIVACY | BNYMELLON.COM | SITEMAP © 2007-2011 THE BANK OF NEW YORK MELLON CORPORATION. ALL RIGHTS RESERVED.