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BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, they draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. They believe that preserving wealth is just as important as creating it. That’s why we bring exceptional knowledge and innovative wealth management solutions to high net worth individuals, family offices, planned giving programs, endowments and foundations. Their practice of applying expert capabilities consistently for each client’s individual circumstance has resulted in a high level of client satisfaction and enduring relationships that span market cycles and generations.

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