BNY Wealth in Garden City, NY, is part of BNY Mellon Wealth Management, a prestigious and long-standing financial institution serving high-net-worth individuals, families, and institutions. With over two centuries of financial leadership through its parent company, BNY Mellon, the firm brings a heritage of trust and customized wealth solutions. BNY Wealth specializes in comprehensive wealth management, offering tailored financial strategies that integrate investment management, banking, and wealth planning services. Its team of advisors emphasizes a client-first approach, combining personalized insight with BNY Mellon’s vast resources and global reach.

The Garden City office provides expertise across multiple disciplines, supported by a robust digital platform for portfolio management and access to highly credentialed professionals. BNY Wealth distinguishes itself through its Active Wealth framework – a proactive approach to building and preserving wealth through time-tested strategies like asset allocation, tax-efficient investing, and disciplined rebalancing. The firm also takes pride in advancing diversity and inclusion and supporting community initiatives through its broader BNY Mellon foundation. With a legacy rooted in innovation, fiduciary responsibility, and stewardship, BNY Wealth continues to serve as a trusted advisor to clients seeking long-term financial clarity.

Website: https://www.bny.com/wealth/global/en/about-us/locations/garden-city.html

Key Services:

– Customized wealth and investment management
– Financial and estate planning solutions
– Tax-aware investment strategies
– Private banking and lending services
– Trust and fiduciary services
– Business owner and executive wealth advisory
– Strategic philanthropic advising
– Family office and legacy planning services