BNY Mellon Wealth Management

As the wealth management division of BNY Mellon, one of the oldest financial institutions in the United States, BNY Mellon Wealth Management leverages a long history of financial stewardship dating back to its founding by Alexander Hamilton in 1784. The company's mission is to help clients build and manage their wealth across generations through a personalized and holistic approach. They offer a wide range of services including investment management, fiduciary services, wealth and estate planning, and private banking for individuals, family offices, charitable gift programs, and endowments/foundations.