Wealth Management
Services in Newport Beach
Wealth Management
THE NEWPORT BEACH OFFICE
Helping you uncover opportunities
to power your wealth
For more than 240 years, BNY has helped individuals and families build, manage and sustain wealth through changing markets and generations. In Newport Beach, we take a personalized, structured approach grounded in our five Active Wealth strategies: invest, borrow, spend, manage and protect. This framework helps clients navigate change with confidence and realize their ambitions while preserving their legacy.
ADDRESS
1600 Newport Center Drive
Suite 200
Newport Beach, CA 92660
CONTACT
Office Phone:
(949) 253-5000
Your Team of
Trusted Advisors
IN THE COMMUNITY
Orange County United Way
Orange County United Way
For over 100 years Orange County United Way has been helping address critical community needs, including education, homelessness and financial security. The Newport Beach team actively supports Orange County United Way through dedicated volunteer efforts. This partnership focuses on volunteers participating in projects aimed at empowering underserved populations.
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*.
Let's start a conversation.
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.
The information on this website is for informational purposes only and does not 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. 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.
BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
Banking services and credit services, which are subject to application and credit approval, are provided by BNY Mellon, N.A., Member FDIC.
Investment products are not deposits, not FDIC insured, not bank‑guaranteed, and may lose value.
BNY Wealth will not provide products or services where those products or services are not permitted under applicable law or under firm policies. See Jurisdiction Disclosures.
© 2026 THE BANK OF NEW YORK MELLON CORPORATION