Wealth Management
Services in Greenwich
Wealth Management
THE GREENWICH OFFICE
Has served over
seven generations of clients
For more than 240 years, BNY Wealth has helped individuals and families build, manage and sustain wealth through changing markets and generations. Our Active Wealth approach begins with a deep understanding of each client, including their financial objectives and personal goals. For each client, our Greenwich office implements a structured, customized approach anchored in five essential wealth strategies: invest, borrow, spend, manage and protect. This disciplined framework empowers clients to navigate the unexpected with confidence, ensuring their ambitions and legacies endure.
ADDRESS
10 Mason Street
Greenwich, CT 06830
CONTACT
Office Phone:
(203) 863-2607
Your Team of
Trusted Advisors
Lasting Wealth Demands
Active Wealth
Active Wealth
Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.
Our Services
Your Questions Answered
BNY has been helping accomplished individuals, families and businesses achieve their financial goals for over 240 years. Today, we are one of the top 10 Private Banks in the U.S.1 and among the most trusted wealth managers in the industry, with client relationships that often span generations.
12025 Cerulli Report, U.S. Private Banks and Trust Companies Ranking.
Fiduciaries are legally and ethically bound to always act in the best interests of their clients. However, not all wealth managers are fiduciaries; in fact, only a small percentage are. At BNY Wealth, every wealth manager is also a fiduciary.
Our client first culture delivers the kind of personalized service and individualized attention typically associated with boutique firms. Leveraging institutional asset management practices, our proprietary Active Wealth approach looks across your entire balance sheet, helping uncover opportunities others may overlook. This exceptional commitment to our clients may be why we ve been recognized as one of Fortune's Most Admired Companies for the 29th time*.
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Ready to see how we can help you uncover opportunities to power your goals? Contact us today.
* For 2026. Fortune curated this year’s World’s Most Admired Companies™ report by surveying 685 companies with revenues of $10 billion or more, spanning 29 different countries.
This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment, or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. The Bank of New York Mellon, DIFC Branch (the “Authorized Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorized Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA. In the U.K. a number of the services associated with BNY Wealth’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818. Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is registered in England No. 1118580 and is authorized and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Trust Company (Cayman) Ltd. This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors. This material is a financial promotion in the U.K. and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland.
BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
Banking services are provided by BNY Mellon, N.A. Member FDIC.
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