BNY Mellon Wealth Management 301 Bellevue Parkway, Wilmington, DE 19809

BNY Mellon Wealth Management, located at 301 Bellevue Parkway in Wilmington, Delaware, is a finance institution that offers a range of services to help clients manage and grow their wealth. The institution provides projections for asset class returns, volatilities, and correlations over the next decade through their 10-Year Capital Market Assumptions. This information helps shape long-term investment portfolios for investors.

As the year comes to a close, BNY Mellon Wealth Management also offers end-of-year tax planning services, including guidance on finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and assist them in completing their gifts before the December 31 deadline.

In addition to traditional wealth management services, BNY Mellon Wealth Management also explores emerging trends such as AI and Generative AI (Gen-AI) and discusses how these technologies will impact the economy, industries, and financial markets. Investors are encouraged to consider exposure to this theme for potential growth opportunities.

The institution's Active Wealth framework provides a comprehensive approach to wealth management, covering investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations. Business owners can also benefit from BNY Mellon Wealth Management's expertise, with key strategies offered for tax management and selling or transferring ownership of a business.

Overall, BNY Mellon Wealth Management aims to help clients sustain and build wealth in a dynamic market environment, offering personalized solutions to meet their financial goals.